Woodley Farra Manion Portfolio Management Inc Schwab Intermediate Term Us Tr Transaction History

Woodley Farra Manion Portfolio Management Inc

$1.96 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 05, 2020	SELL	$58.56 - $58.96 $6,031 - $6,072	-103 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$54.79 - $56.05 $5,643 - $5,773	103 New	103 $6,000

Others Institutions Holding SCHR

# of Institutions

446

Shares Held

356M

Call Options Held

2.7K

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

217M
Shares

$5.37 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

15.9M
Shares

$394 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.7M
Shares

$313 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

8.47M
Shares

$209 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

7.78M
Shares

$192 Million
0.2% of portfolio

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About SCHWAB INTERMEDIATE-TERM US TR

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