Org Partners LLC Schwab Intermediate Term Us Tr Transaction History

Org Partners LLC

$644 Million
Q2 2024

A detailed history of Org Partners LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Org Partners LLC holds 3,045 shares of SCHR stock, worth $153,742. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,045

Holding current value

$153,742

% of portfolio

0.02%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$47.85 - $49.0 $145,703 - $149,205	3,045 New	3,045 $148,000
Q4 2023 Jan 29, 2024	SELL	$47.09 - $49.87 $303,447 - $321,362	-6,444 Reduced 67.91%	3,045 $151,000
Q2 2023 Jul 25, 2023	BUY	$49.25 - $50.96 $467,333 - $483,559	9,489 New	9,489 $465 Million

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

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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