Capital Advisory Group Advisory Services, LLC Schwab Intermediate Term Us Tr Transaction History

Capital Advisory Group Advisory Services, LLC

$233 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$58.18 - $58.86 $13,090 - $13,243	-225 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$54.79 - $56.05 $12,327 - $12,611	225 New	225 $12,000

Others Institutions Holding SCHR

# of Institutions

406

Shares Held

142M

Call Options Held

2.3K

Put Options Held

7.4K

Charles Schwab Investment Management Inc San Francisco, CA

83.2M
Shares

$4.15 Billion
0.78% of portfolio
Royal Bank Of Canada Toronto, A6

10.1M
Shares

$505 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.67M
Shares

$233 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.74M
Shares

$187 Million
0.21% of portfolio
Bergan Kdv Wealth Management, LLC

1.78M
Shares

$88.9 Million
8.79% of portfolio

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisory Group Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisory Group Advisory Services, LLC with notifications on news.

Account