Westwood Holdings Group Inc Schwab Intermediate Term Us Tr Transaction History

Westwood Holdings Group Inc

$12.5 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$55.04 - $58.78 $16,677 - $17,810	-303 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$54.79 - $56.05 $16,601 - $16,983	303 New	303 $17,000

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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