Windsor Advisory Group, LLC Schwab Intermediate Term Us Tr Transaction History
Windsor Advisory Group, LLC
- $86 Billion
- Q4 2024
A detailed history of Windsor Advisory Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 3,616 shares of SCHR stock, worth $89,640. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,616Holding current value
$89,640% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
447Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.38 Billion1.0% of portfolio
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Royal Bank Of Canada Toronto, A615.9MShares$395 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio