Berkeley, Inc Schwab Intermediate Term Us Tr Transaction History

Berkeley, Inc

$193 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Mar 04, 2025	SELL	$50.08 - $52.78 $1.57 Million - $1.65 Million	-31,282 Closed	0 $0
Q1 2022 Mar 28, 2025	SELL	$52.72 - $55.84 $36,429 - $38,585	-691 Reduced 2.16%	31,282 $1.67 Billion
Q1 2022 Mar 04, 2025	SELL	$52.72 - $55.84 $36,429 - $38,585	-691 Reduced 2.16%	31,282 $1.67 Billion
Q4 2021 Mar 28, 2025	SELL	$55.82 - $56.81 $29,361 - $29,882	-526 Reduced 1.62%	31,973 $1.79 Billion
Q4 2021 Mar 04, 2025	SELL	$55.82 - $56.81 $29,361 - $29,882	-526 Reduced 1.62%	31,973 $1.79 Billion
Q3 2021 Mar 28, 2025	BUY	$56.59 - $57.62 $6,507 - $6,626	115 Added 0.36%	32,499 $1.84 Billion
Q3 2021 Mar 04, 2025	BUY	$56.59 - $57.62 $6,507 - $6,626	115 Added 0.36%	32,499 $1.84 Billion
Q2 2021 Mar 28, 2025	SELL	$56.38 - $57.16 $11,501 - $11,660	-204 Reduced 0.63%	32,384 $1.84 Billion
Q2 2021 Mar 04, 2025	SELL	$56.38 - $57.16 $11,501 - $11,660	-204 Reduced 0.63%	32,384 $1.84 Billion
Q1 2021 Mar 28, 2025	BUY	$56.41 - $58.25 $1.84 Million - $1.9 Million	32,588 New	32,588 $1.84 Billion
Q1 2021 Mar 04, 2025	BUY	$56.41 - $58.25 $11,676 - $12,057	207 Added 0.64%	32,588 $1.84 Billion
Q4 2020 Mar 28, 2025	BUY	$57.98 - $58.64 $1.88 Million - $1.9 Million	32,381 New	32,381 $1.89 Billion
Q4 2020 Feb 28, 2025	BUY	$57.98 - $58.64 $1.88 Million - $1.9 Million	32,381 New	32,381 $1.89 Billion

Others Institutions Holding SCHR

# of Institutions

446

Shares Held

358M

Call Options Held

2.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

217M
Shares

$5.39 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

15.9M
Shares

$395 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.7M
Shares

$314 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

8.47M
Shares

$210 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

7.78M
Shares

$193 Million
0.2% of portfolio

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