Altus Wealth Group LLC Schwab Intermediate Term Us Tr Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$56.41 - $58.25 $53,420 - $55,162	-947 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$57.98 - $58.64 $54,907 - $55,532	947 New	947 $55,000

Others Institutions Holding SCHR

# of Institutions

400

Shares Held

146M

Call Options Held

2.3K

Put Options Held

7.4K

Charles Schwab Investment Management Inc San Francisco, CA

83.2M
Shares

$2.05 Billion
0.78% of portfolio
Royal Bank Of Canada Toronto, A6

10.1M
Shares

$249 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.67M
Shares

$115 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.74M
Shares

$92.1 Million
0.21% of portfolio
Bergan Kdv Wealth Management, LLC

1.78M
Shares

$43.9 Million
8.79% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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