Human Investing LLC Schwab Intermediate Term Us Tr Transaction History

Human Investing LLC

$550 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	$57.98 - $58.64 $13,683 - $13,839	-236 Closed	0 $0
Q3 2020 Oct 27, 2020	SELL	$58.56 - $58.96 $3,923 - $3,950	-67 Reduced 22.11%	236 $14,000
Q2 2020 Jul 22, 2020	SELL	$58.18 - $58.86 $74,586 - $75,458	-1,282 Reduced 80.88%	303 $18,000
Q1 2020 Apr 22, 2020	SELL	$55.04 - $58.78 $414,946 - $443,142	-7,539 Reduced 82.63%	1,585 $93,000
Q4 2019 Feb 07, 2020	BUY	$54.79 - $56.05 $93,252 - $95,397	1,702 Added 22.93%	9,124 $501,000
Q3 2019 Nov 07, 2019	BUY	$54.92 - $55.68 $24,659 - $25,000	449 Added 6.44%	7,422 $412,000
Q2 2019 Aug 16, 2019	SELL	N/A	-8,316 Reduced 54.39%	6,973 $383,000
Q1 2019 May 14, 2019	BUY	N/A	574 Added 3.9%	15,289 $822,000
Q4 2018 Feb 14, 2019	BUY	N/A	14,715 New	14,715 $779,000

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

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