Choate Investment Advisors Schwab Intermediate Term Us Tr Transaction History

Choate Investment Advisors

$3.89 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 04, 2021	SELL	$56.59 - $57.62 $2,716 - $2,765	-48 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$56.38 - $57.16 $2,706 - $2,743	48 New	48 $3,000

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

108M
Shares

$2.63 Billion
1.06% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$260 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.19M
Shares

$127 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$99.7 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$95.1 Million
0.21% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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