Altus Wealth Group LLC Schwab Intermediate Term Us Tr Transaction History

Altus Wealth Group LLC

$235 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$56.41 - $58.25 $53,420 - $55,162	-947 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$57.98 - $58.64 $54,907 - $55,532	947 New	947 $55,000

Others Institutions Holding SCHR

# of Institutions

498

Shares Held

374M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

222M
Shares

$5.59 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

22.3M
Shares

$564 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$309 Million
0.08% of portfolio
Stifel Financial Corp St. Louis, MO

8.01M
Shares

$202 Million
0.2% of portfolio
Jpmorgan Chase & CO New York, NY

4.69M
Shares

$118 Million
0.01% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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