Kestra Private Wealth Services, LLC Schwab Intermediate Term Us Tr Call Options Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHR

# of Institutions

404

Shares Held

205M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

217M
Shares

$5.31 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$261 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.19M
Shares

$127 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.09M
Shares

$99.8 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$95.2 Million
0.21% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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