Freestone Capital Holdings, LLC Schwab Intermediate Term Us Tr Transaction History

Freestone Capital Holdings, LLC

$2.67 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	N/A	-637 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	N/A	305 Added 91.87%	637 $37.1 Million
Q3 2020 Nov 06, 2020	BUY	N/A	332 New	332 $0

Others Institutions Holding SCHR

# of Institutions

381

Shares Held

142M

Call Options Held

3.1K

Put Options Held

4.5K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

81M
Shares

$3.96 Billion
5.46% of portfolio
Royal Bank Of Canada Toronto, A6

11.6M
Shares

$569 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.35M
Shares

$213 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.6M
Shares

$176 Million
0.21% of portfolio
Goldman Sachs Group Inc New York, NY

2.31M
Shares

$113 Million
0.02% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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