J.W. Cole Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History

J.W. Cole Advisors, Inc.

$2.42 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	BUY	$52.72 - $55.84 $2.03 Million - $2.15 Million	38,437 New	38,437 $1,000

Others Institutions Holding SCHR

# of Institutions

411

Shares Held

316M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

217M
Shares

$5.29 Billion
1.0% 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

$126 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$99.5 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$95 Million
0.21% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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