Jnba Financial Advisors Schwab Intermediate Term Us Tr Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	BUY	$55.82 - $56.81 $837 - $852	15 New	15 $1,000
Q3 2018 Nov 01, 2018	SELL	N/A	-141 Closed	0 $0
Q2 2018 Jul 17, 2018	BUY	N/A	141 New	141 $7,000

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

198M

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

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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