True North Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

True North Advisors, LLC

$420 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$47.09 - $49.87 $25.4 Million - $26.9 Million	538,618 New	538,618 $26.8 Million

Others Institutions Holding SCHR

# of Institutions

445

Shares Held

356M

Call Options Held

2.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

217M
Shares

$5.35 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

15.9M
Shares

$393 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.7M
Shares

$312 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

8.47M
Shares

$209 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

7.78M
Shares

$192 Million
0.2% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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