Pacific Sage Partners, LLC Schwab Intermediate Term Us Tr Transaction History
Pacific Sage Partners, LLC
- $420 Billion
- Q3 2024
A detailed history of Pacific Sage Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Pacific Sage Partners, LLC holds 1,260,742 shares of SCHR stock, worth $30.8 Million. This represents 15.18% of its overall portfolio holdings.
Number of Shares
1,260,742
Previous 1,274,182
1.05%
Holding current value
$30.8 Million
Previous $62.1 Billion
2.66%
% of portfolio
15.18%
Previous 15.4%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
146MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$2.03 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$247 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$114 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$91.4 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$43.5 Million8.79% of portfolio