Piershale Financial Group, Inc. Schwab Intermediate Term Us Tr Transaction History

Piershale Financial Group, Inc.

$157 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 18, 2019	SELL	N/A	-4,590 Closed	0 $0
Q4 2018 Jan 22, 2019	BUY	N/A	4,590 New	4,590 $243,000

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 Piershale Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Piershale Financial Group, Inc. with notifications on news.