Birchbrook, Inc. Schwab Intermediate Term Us Tr Transaction History

Birchbrook, Inc.

$178 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Jun 10, 2025	SELL	$48.4 - $50.91 $14,955 - $15,731	-309 Closed	0 $0
Q4 2023 Jun 10, 2025	BUY	$47.09 - $49.87 $14,550 - $15,409	309 New	309 $15.4 Million

Others Institutions Holding SCHR

# of Institutions

477

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

Charles Schwab Investment Management Inc San Francisco, CA

219M
Shares

$5.44 Billion
1.05% of portfolio
Royal Bank Of Canada Toronto, A6

18.6M
Shares

$461 Million
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.1M
Shares

$325 Million
0.09% of portfolio
Stifel Financial Corp St. Louis, MO

8.1M
Shares

$201 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

4.69M
Shares

$116 Million
0.01% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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