Truvestments Capital LLC Schwab Intermediate Term Us Tr Transaction History

Truvestments Capital LLC

$445 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$24.19 - $50.58 $2,781 - $5,816	115 Added 100.0%	230 $5,000
Q3 2024 Nov 13, 2024	BUY	$48.4 - $50.91 $5,566 - $5,854	115 New	115 $5,000

Others Institutions Holding SCHR

# of Institutions

475

Shares Held

360M

Call Options Held

900

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

219M
Shares

$5.41 Billion
1.05% of portfolio
Royal Bank Of Canada Toronto, A6

18.6M
Shares

$458 Million
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.1M
Shares

$323 Million
0.09% of portfolio
Stifel Financial Corp St. Louis, MO

8.1M
Shares

$200 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

4.69M
Shares

$116 Million
0.01% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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