9258 Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 06, 2020	SELL	$54.79 - $56.05 $326,822 - $334,338	-5,965 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$54.92 - $55.68 $327,597 - $332,131	5,965 New	5,965 $331,000

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

108M
Shares

$2.61 Billion
1.06% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$259 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.19M
Shares

$126 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$99.2 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$94.6 Million
0.21% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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