Bridge Advisory, LLC Schwab Intermediate Term Us Tr Transaction History

Bridge Advisory, LLC

$200 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	BUY	$48.33 - $50.24 $574,257 - $596,951	11,882 Added 124.5%	21,426 $0
Q3 2022 Oct 17, 2022	BUY	N/A	29 Added 0.3%	9,544 $469,000
Q2 2022 Jul 13, 2022	BUY	N/A	9,515 New	9,515 $491,000

Others Institutions Holding SCHR

# of Institutions

382

Shares Held

142M

Call Options Held

3.1K

Put Options Held

4.5K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

81M
Shares

$3.95 Billion
5.46% of portfolio
Royal Bank Of Canada Toronto, A6

11.6M
Shares

$566 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.35M
Shares

$212 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.6M
Shares

$175 Million
0.21% of portfolio
Goldman Sachs Group Inc New York, NY

2.31M
Shares

$113 Million
0.02% of portfolio

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