Truepoint, Inc. Schwab Intermediate Term Us Tr Transaction History

Truepoint, Inc.

$3.66 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$48.68 - $52.54 $1.04 Million - $1.12 Million	21,308 New	21,308 $1.05 Million

Others Institutions Holding SCHR

# of Institutions

428

Shares Held

330M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

217M
Shares

$5.26 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$258 Million
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

5.7M
Shares

$138 Million
0.01% 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

$98.9 Million
0.02% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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