Santori & Peters, Inc. Schwab Intermediate Term Us Tr Transaction History

Santori & Peters, Inc.

$260 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 25, 2018	SELL	N/A	-4,513 Closed	0 $0
Q1 2018 Apr 16, 2018	SELL	N/A	-1,368 Reduced 23.26%	4,513 $237,000
Q4 2017 Feb 12, 2018	BUY	N/A	5,881	5,881 $308,000

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

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