Diversified Investment Strategies, LLC Schwab Intermediate Term Us Tr Transaction History

Diversified Investment Strategies, LLC

$149 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Nov 14, 2017	SELL	N/A	-5,675 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	5,675	5,675 $306,000

Others Institutions Holding SCHR

# of Institutions

428

Shares Held

330M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

217M
Shares

$5.26 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$258 Million
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

5.7M
Shares

$138 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.19M
Shares

$126 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$98.9 Million
0.02% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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