Caldwell Trust CO Schwab Intermediate Term Us Tr Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 01, 2025	SELL	$47.78 - $49.59 $4,921 - $5,107	-103 Closed	0 $0
Q2 2023 Oct 01, 2025	BUY	$49.25 - $50.96 $5,072 - $5,248	103 New	103 $5.08 Million

Others Institutions Holding SCHR

# of Institutions

497

Shares Held

375M

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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