Aventura Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History
Aventura Private Wealth, LLC
- $278 Billion
- Q4 2025
A detailed history of Aventura Private Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 998 shares of SCHR stock, worth $25,059. This represents 0.01% of its overall portfolio holdings.
Number of Shares
998Holding current value
$25,059% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
517Shares Held
389MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA228MShares$5.73 Billion0.95% of portfolio
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Royal Bank Of Canada Toronto, A619.6MShares$491 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN13.7MShares$344 Million0.08% of portfolio
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Stifel Financial Corp St. Louis, MO8.61MShares$216 Million0.21% of portfolio
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Jpmorgan Chase & CO New York, NY4.9MShares$123 Million0.01% of portfolio