1620 Investment Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History
1620 Investment Advisors, Inc.
- $124 Million
- Q3 2024
A detailed history of 1620 Investment Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 2,718 shares of SCHR stock, worth $65,802. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,718
Previous 1,863
45.89%
Holding current value
$65,802
Previous $90,000
52.22%
% of portfolio
0.11%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.61 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$259 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$98.9 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.4 Million0.21% of portfolio