Morningstar Investment Services LLC Schwab Intermediate Term Us Tr Call Options Transaction History

Morningstar Investment Services LLC

$9.8 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

$2.61 Billion
1.06% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$259 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

$99.2 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$94.6 Million
0.21% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morningstar Investment Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Services LLC with notifications on news.