Rda Financial Network Schwab Intermediate Term Us Tr Transaction History

Rda Financial Network

$338 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 11, 2022	SELL	$48.68 - $52.54 $88,256 - $95,255	-1,813 Reduced 28.52%	4,545 $223,000
Q2 2022 Jul 13, 2022	BUY	$50.08 - $52.78 $318,408 - $335,575	6,358 New	6,358 $328,000

Others Institutions Holding SCHR

# of Institutions

402

Shares Held

202M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

108M
Shares

$2.63 Billion
1.06% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$261 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.19M
Shares

$127 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$99.7 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$95.2 Million
0.21% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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