Robertson Stephens Wealth Management, LLC Schwab Intermediate Term Us Tr Call Options Transaction History

Robertson Stephens Wealth Management, LLC

$2.84 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHR

# of Institutions

475

Shares Held

360M

Call Options Held

900

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

219M
Shares

$5.39 Billion
1.05% of portfolio
Royal Bank Of Canada Toronto, A6

18.6M
Shares

$456 Million
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.1M
Shares

$322 Million
0.09% of portfolio
Stifel Financial Corp St. Louis, MO

8.1M
Shares

$199 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

4.69M
Shares

$115 Million
0.01% 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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.