Towercrest Capital Management Schwab Intermediate Term Us Tr Transaction History

Towercrest Capital Management

$599 Million
Q1 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

382

Shares Held

142M

Call Options Held

3.1K

Put Options Held

4.5K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

81M
Shares

$3.93 Billion
5.46% of portfolio
Royal Bank Of Canada Toronto, A6

11.6M
Shares

$564 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.35M
Shares

$211 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.6M
Shares

$175 Million
0.21% of portfolio
Goldman Sachs Group Inc New York, NY

2.31M
Shares

$112 Million
0.02% 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.