Trust CO Of Vermont Schwab Intermediate Term Us Tr Transaction History

Trust CO Of Vermont

$1.98 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 05, 2022	SELL	$52.72 - $55.84 $2,636 - $2,792	-50 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$55.82 - $56.81 $2,791 - $2,840	50 New	50 $3,000
Q3 2021 Oct 22, 2021	SELL	$56.59 - $57.62 $2,716 - $2,765	-48 Closed	0 $0
Q1 2021 Apr 16, 2021	SELL	$56.41 - $58.25 $6,825 - $7,048	-121 Reduced 71.6%	48 $3,000
Q4 2020 Feb 03, 2021	BUY	$57.98 - $58.64 $2,203 - $2,228	38 Added 29.01%	169 $10,000
Q3 2020 Nov 06, 2020	BUY	$58.56 - $58.96 $1,991 - $2,004	34 Added 35.05%	131 $8,000
Q2 2020 Jul 17, 2020	SELL	$58.18 - $58.86 $10,006 - $10,123	-172 Reduced 63.94%	97 $6,000
Q1 2020 Apr 24, 2020	BUY	$55.04 - $58.78 $9,466 - $10,110	172 Added 177.32%	269 $16,000
Q2 2019 Jul 26, 2019	SELL	N/A	-43 Reduced 30.71%	97 $5,000
Q3 2018 Oct 26, 2018	BUY	N/A	140 New	140 $7,000

Others Institutions Holding SCHR

# of Institutions

398

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

108M
Shares

$2.65 Billion
1.06% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$263 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.19M
Shares

$128 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$101 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$96 Million
0.21% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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