United Asset Strategies, Inc. Schwab Intermediate Term Us Tr Transaction History

United Asset Strategies, Inc.

$1.08 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	N/A	-5,013 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	N/A	5,013 New	5,013 $260,000

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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