Hantz Financial Services, Inc. Schwab Intermediate Term Us Tr Transaction History

Hantz Financial Services, Inc.

$5.74 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Aug 06, 2024	SELL	$48.64 - $49.88 $3,356 - $3,441	-69 Reduced 74.19%	24 $1,000
Q1 2023 Aug 06, 2024	SELL	$48.55 - $50.78 $339 - $355	-7 Reduced 7.0%	93 $5,000
Q4 2022 Aug 06, 2024	SELL	$48.12 - $50.24 $769 - $803	-16 Reduced 13.79%	100 $5,000
Q3 2022 Aug 06, 2024	BUY	$48.68 - $52.54 $1,119 - $1,208	23 Added 24.73%	116 $6,000
Q2 2022 Aug 06, 2024	SELL	$50.08 - $52.78 $4,757 - $5,014	-95 Reduced 50.53%	93 $5,000
Q1 2022 Aug 06, 2024	BUY	$52.72 - $55.84 $5,008 - $5,304	95 Added 102.15%	188 $10,000
Q3 2021 Aug 06, 2024	SELL	$56.59 - $57.62 $396 - $403	-7 Reduced 7.0%	93 $5,000
Q2 2021 Aug 06, 2024	SELL	$56.38 - $57.16 $1,071 - $1,086	-19 Reduced 15.97%	100 $6,000
Q1 2021 Aug 06, 2024	BUY	$56.41 - $58.25 $6,712 - $6,931	119 New	119 $7,000
Q1 2020 Aug 06, 2024	BUY	$55.04 - $58.78 $5,118 - $5,466	93 New	93 $5,000

Others Institutions Holding SCHR

# of Institutions

411

Shares Held

316M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

217M
Shares

$5.29 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$260 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

$99.5 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$95 Million
0.21% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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