Peak Asset Management, LLC Schwab Intermediate Term Us Tr Transaction History

Peak Asset Management, LLC

$500 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 13, 2018	SELL	N/A	-21,623 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	21,623	21,623 $1.17 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

About SCHWAB INTERMEDIATE-TERM US TR

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