Diversified Investment Strategies, LLC Schwab Intermediate Term Us Tr Transaction History

Diversified Investment Strategies, LLC

$145 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Nov 14, 2017	SELL	N/A	-5,675 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	5,675	5,675 $306,000

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

147M

Call Options Held

2.3K

Put Options Held

7.4K

Charles Schwab Investment Management Inc San Francisco, CA

83.2M
Shares

$2.04 Billion
0.78% of portfolio
Royal Bank Of Canada Toronto, A6

10.1M
Shares

$248 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.67M
Shares

$114 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.74M
Shares

$91.8 Million
0.21% of portfolio
Bergan Kdv Wealth Management, LLC

1.78M
Shares

$43.7 Million
8.79% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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