Private Capital Group, LLC Schwab Intermediate Term Us Tr Transaction History

Private Capital Group, LLC

$133 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 26, 2021	SELL	$57.98 - $58.64 $1,855 - $1,876	-32 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$58.18 - $58.86 $1,861 - $1,883	32 New	32 $2,000

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

$4.22 Billion
0.78% of portfolio
Royal Bank Of Canada Toronto, A6

10.1M
Shares

$513 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.67M
Shares

$237 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.74M
Shares

$190 Million
0.21% of portfolio
Bergan Kdv Wealth Management, LLC

1.78M
Shares

$90.3 Million
8.79% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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