Charles Schwab Trust CO Energy Sector Spdr Transaction History

Charles Schwab Trust CO

$1.14 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 12, 2024	BUY	$79.91 - $94.41 $232,378 - $274,544	2,908 New	2,908 $274,000

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.67 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.5 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.26 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$705 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$684 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
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