North Rock Partners, LLC Schwab Intermediate Term Us Tr Transaction History

North Rock Partners, LLC

$1.18 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	N/A	-4,807 Closed	0 $0
Q1 2022 May 05, 2022	BUY	N/A	4,807 New	4,807 $256,000

Others Institutions Holding SCHR

# of Institutions

381

Shares Held

142M

Call Options Held

3.1K

Put Options Held

4.5K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

81M
Shares

$3.95 Billion
5.46% of portfolio
Royal Bank Of Canada Toronto, A6

11.6M
Shares

$567 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.35M
Shares

$212 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.6M
Shares

$176 Million
0.21% of portfolio
Goldman Sachs Group Inc New York, NY

2.31M
Shares

$113 Million
0.02% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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