Atlas Private Wealth Advisors Schwab Intermediate Term Us Tr Transaction History

Atlas Private Wealth Advisors

$680 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$56.38 - $57.16 $2,255 - $2,286	-40 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$57.98 - $58.64 $2,319 - $2,345	40 New	40 $2,000

Others Institutions Holding SCHR

# of Institutions

398

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

108M
Shares

$2.65 Billion
1.06% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$263 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.19M
Shares

$128 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$101 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$96 Million
0.21% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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