Inter Ocean Capital Group, LLC Schwab Intermediate Term Us Tr Transaction History

Inter Ocean Capital Group, LLC

$4.03 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$48.55 - $50.78 $209,881 - $219,521	4,323 New	4,323 $218,000
Q2 2022 Aug 15, 2022	BUY	$50.08 - $52.78 $351,160 - $370,093	7,012 New	7,012 $362,000

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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