Ford Financial Group, LLC Schwab Intermediate Term Us Tr Transaction History

Ford Financial Group, LLC

$2.36 Billion
Q1 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$48.12 - $50.24 $1,684 - $1,758	-35 Reduced 0.72%	4,828 $237,000
Q3 2022 Oct 11, 2022	BUY	$48.68 - $52.54 $236,730 - $255,502	4,863 New	4,863 $238,000

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

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