Code Waechter LLC Schwab Intermediate Term Us Tr Transaction History
Code Waechter LLC
- $114 Million
- Q4 2024
A detailed history of Code Waechter LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Code Waechter LLC holds 228,243 shares of SCHR stock, worth $5.57 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
228,243
Previous 112,821
102.31%
Holding current value
$5.57 Million
Previous $5.71 Million
2.89%
% of portfolio
4.85%
Previous 5.44%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
438Shares Held
357MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.3 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$389 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$309 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$207 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$190 Million0.2% of portfolio