Cardinal Strategic Wealth Guidance Schwab Intermediate Term Us Tr Transaction History

Cardinal Strategic Wealth Guidance

$305 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$47.85 - $49.0 $25,073 - $25,676	524 New	524 $25,000

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

108M
Shares

$2.61 Billion
1.06% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$259 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.19M
Shares

$126 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$98.9 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$94.4 Million
0.21% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Strategic Wealth Guidance, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Strategic Wealth Guidance with notifications on news.