Beverly Hills Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History
Beverly Hills Private Wealth, LLC
- $495 Billion
- Q4 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 45,374 shares of SCHR stock, worth $1.11 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
45,374Holding current value
$1.11 Million% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
443Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.32 Billion1.0% of portfolio
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Royal Bank Of Canada Toronto, A615.9MShares$390 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.7MShares$310 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC8.47MShares$208 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO7.78MShares$191 Million0.2% of portfolio