Lockerman Financial Group, Inc. Schwab Intermediate Term Us Tr Transaction History

Lockerman Financial Group, Inc.

$55.9 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	BUY	$49.25 - $50.96 $262,798 - $271,922	5,336 New	5,336 $262,000

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

Charles Schwab Investment Management Inc San Francisco, CA

108M
Shares

$2.61 Billion
1.06% of portfolio
Royal Bank Of Canada Toronto, A6

10.7M
Shares

$259 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

$98.9 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

3.9M
Shares

$94.4 Million
0.21% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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