Wealthgarden F.S. LLC Schwab Intermediate Term Us Tr Transaction History
Wealthgarden F.S. LLC
- $107 Billion
- Q4 2024
A detailed history of Wealthgarden F.S. LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 20,872 shares of SCHR stock, worth $514,494. This represents 0.47% of its overall portfolio holdings.
Number of Shares
20,872
Previous 5,900
253.76%
Holding current value
$514,494
Previous $299 Million
69.81%
% of portfolio
0.47%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
446Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.35 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$393 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$312 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$209 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$192 Million0.2% of portfolio