Rise Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Rise Advisors, LLC

$207 Million
Q3 2024

A detailed history of Rise Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Rise Advisors, LLC holds 411 shares of SCHR stock, worth $9,950. This represents 0.01% of its overall portfolio holdings.

Number of Shares

411

Holding current value

$9,950

% of portfolio

0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$48.4 - $50.91 $19,892 - $20,924	411 New	411 $20,000
Q3 2023 Oct 10, 2023	SELL	$47.78 - $49.59 $2,532 - $2,628	-53 Reduced 98.15%	1 $0
Q2 2023 Jul 10, 2023	BUY	$49.25 - $50.96 $49 - $50	1 Added 1.89%	54 $2,000
Q4 2022 Jan 06, 2023	BUY	$48.12 - $50.24 $48 - $50	1 Added 1.92%	53 $0
Q2 2022 Jul 28, 2022	BUY	$50.08 - $52.78 $2,604 - $2,744	52 New	52 $3,000

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

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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