Diversify Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 644,446 shares of SCHR stock, worth $16 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
644,446
Previous 574,464
12.18%
Holding current value
$16 Million
Previous $14.2 Billion
9.32%
% of portfolio
1.21%
Previous 1.37%
Shares
3 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
-
Royal Bank Of Canada Toronto, A615.9MShares$394 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio