Pfg Investments, LLC Schwab Intermediate Term Us Tr Transaction History

Pfg Investments, LLC

$1.93 Trillion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$24.05 - $24.86 $412,818 - $426,721	17,165 New	17,165 $427 Million
Q4 2023 Jan 17, 2024	BUY	$47.09 - $49.87 $655,586 - $694,290	13,922 New	13,922 $692 Million

Others Institutions Holding SCHR

# of Institutions

517

Shares Held

389M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

228M
Shares

$5.73 Billion
0.95% of portfolio
Royal Bank Of Canada Toronto, A6

19.6M
Shares

$491 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.7M
Shares

$344 Million
0.08% of portfolio
Stifel Financial Corp St. Louis, MO

8.61M
Shares

$216 Million
0.21% of portfolio
Jpmorgan Chase & CO New York, NY

4.9M
Shares

$123 Million
0.01% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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