True Link Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$52.72 - $55.84 $15,974 - $16,919	-303 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$57.98 - $58.64 $17,567 - $17,767	303 New	303 $18,000

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

146M

Call Options Held

2.3K

Put Options Held

7.4K

Charles Schwab Investment Management Inc San Francisco, CA

83.2M
Shares

$2.03 Billion
0.78% of portfolio
Royal Bank Of Canada Toronto, A6

10.1M
Shares

$247 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.67M
Shares

$114 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.74M
Shares

$91.4 Million
0.21% of portfolio
Bergan Kdv Wealth Management, LLC

1.78M
Shares

$43.5 Million
8.79% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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