Joseph P. Lucia & Associates, LLC Schwab Intermediate Term Us Tr Transaction History

Joseph P. Lucia & Associates, LLC

$192 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 23, 2020	SELL	$54.79 - $56.05 $10,190 - $10,425	-186 Closed	0 $0
Q2 2019 Jul 23, 2019	BUY	N/A	186 New	186 $10,000

Others Institutions Holding SCHR

# of Institutions

438

Shares Held

357M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

217M
Shares

$5.3 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

15.9M
Shares

$389 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.7M
Shares

$309 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

8.47M
Shares

$207 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

7.78M
Shares

$190 Million
0.2% 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 Joseph P. Lucia & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joseph P. Lucia & Associates, LLC with notifications on news.