Towercrest Capital Management Schwab Intermediate Term Us Tr Transaction History

Towercrest Capital Management

$630 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 15, 2019	SELL	N/A	-133,268 Closed	0 $0
Q3 2018 Nov 19, 2018	BUY	N/A	15,575 Added 13.23%	133,268 $6.9 Million
Q2 2018 Aug 14, 2018	BUY	N/A	117,693 New	117,693 $6.16 Million

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 Towercrest Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Towercrest Capital Management with notifications on news.