Truist Financial Corp Schwab Intermediate Term Us Tr Transaction History

Truist Financial Corp

$65.3 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	SELL	$47.09 - $49.87 $9,323 - $9,874	-198 Reduced 0.19%	105,882 $5.26 Million
Q3 2023 Nov 14, 2023	BUY	$47.78 - $49.59 $1.01 Million - $1.05 Million	21,197 Added 24.97%	106,080 $5.09 Million
Q2 2023 Aug 01, 2023	BUY	$49.25 - $50.96 $788,591 - $815,971	16,012 Added 23.25%	84,883 $4.18 Million
Q1 2023 May 05, 2023	BUY	$48.55 - $50.78 $127,055 - $132,891	2,617 Added 3.95%	68,871 $3.47 Million
Q4 2022 Feb 17, 2023	BUY	$48.33 - $50.24 $441,494 - $458,942	9,135 Added 15.99%	66,254 $3.26 Million

Q3 2022 Oct 26, 2022	BUY	N/A	22,629 Added 65.61%	57,119 $2.81 Million
Q2 2022 Jul 22, 2022	BUY	N/A	7,813 Added 29.29%	34,490 $1.78 Million
Q1 2022 Apr 22, 2022	BUY	N/A	26,677 New	26,677 $1.42 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

$3.95 Billion
5.46% of portfolio
Royal Bank Of Canada Toronto, A6

11.6M
Shares

$566 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.35M
Shares

$212 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

$113 Million
0.02% of portfolio

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