Waterloo Capital, L.P. Schwab Intermediate Term Us Tr Transaction History

Waterloo Capital, L.P.

$1.24 Trillion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$48.55 - $50.78 $284,697 - $297,773	-5,864 Closed	0 $0
Q1 2020 Jun 01, 2020	BUY	$55.04 - $58.78 $322,754 - $344,685	5,864 New	5,864 $345,000

Others Institutions Holding SCHR

# of Institutions

493

Shares Held

365M

Call Options Held

900

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

222M
Shares

$5.53 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

18.6M
Shares

$463 Million
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.1M
Shares

$327 Million
0.09% of portfolio
Stifel Financial Corp St. Louis, MO

8.1M
Shares

$202 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

4.69M
Shares

$117 Million
0.01% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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