Syntrinsic LLC Schwab Intermediate Term Us Tr Transaction History

Syntrinsic LLC

$301 Billion
Q3 2024

A detailed history of Syntrinsic LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Syntrinsic LLC holds 92 shares of SCHR stock, worth $2,242. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 92 -0.0%

Holding current value

$2,242

Previous $4.49 Million 3.77%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 08, 2024	BUY	$47.78 - $49.59 $4,395 - $4,562	92 New	92 $4.41 Million

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

147M

Call Options Held

2.3K

Put Options Held

7.4K

Charles Schwab Investment Management Inc San Francisco, CA

83.2M
Shares

$2.03 Billion
0.78% of portfolio
Royal Bank Of Canada Toronto, A6

10.1M
Shares

$247 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.67M
Shares

$114 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.74M
Shares

$91.1 Million
0.21% of portfolio
Bergan Kdv Wealth Management, LLC

1.78M
Shares

$43.4 Million
8.79% of portfolio

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Syntrinsic LLC, based on Form 13F filings with the SEC.

News

Stay updated on Syntrinsic LLC with notifications on news.

Account