Hudock, Inc. Schwab Intermediate Term Us Tr Transaction History

Hudock, Inc.

$535 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 09, 2021	SELL	$56.38 - $57.16 $13,023 - $13,203	-231 Closed	0 $0
Q1 2021 Apr 26, 2021	SELL	$56.41 - $58.25 $22,225 - $22,950	-394 Reduced 63.04%	231 $13,000
Q2 2020 Aug 11, 2020	SELL	$58.18 - $58.86 $124,912 - $126,372	-2,147 Reduced 77.45%	625 $36,000
Q1 2020 Apr 27, 2020	SELL	$55.04 - $58.78 $28,290 - $30,212	-514 Reduced 15.64%	2,772 $162,000
Q4 2019 Jan 21, 2020	SELL	$54.79 - $56.05 $204,092 - $208,786	-3,725 Reduced 53.13%	3,286 $180,000
Q3 2019 Oct 31, 2019	SELL	$54.92 - $55.68 $225,885 - $229,011	-4,113 Reduced 36.97%	7,011 $389,000
Q2 2019 Jul 30, 2019	SELL	N/A	-589 Reduced 5.03%	11,124 $611,000
Q1 2019 Apr 23, 2019	BUY	N/A	11,037 Added 1632.69%	11,713 $629,000
Q4 2018 Jan 29, 2019	BUY	N/A	676 New	676 $35,000

Others Institutions Holding SCHR

# of Institutions

405

Shares Held

142M

Call Options Held

2.3K

Put Options Held

7.4K

Charles Schwab Investment Management Inc San Francisco, CA

83.2M
Shares

$4.2 Billion
0.78% of portfolio
Royal Bank Of Canada Toronto, A6

10.1M
Shares

$511 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.67M
Shares

$236 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.74M
Shares

$189 Million
0.21% of portfolio
Bergan Kdv Wealth Management, LLC

1.78M
Shares

$89.9 Million
8.79% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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