Clarity Wealth Development LLC Schwab Intermediate Term Us Tr Transaction History
Clarity Wealth Development LLC
- $111 Billion
- Q3 2025
A detailed history of Clarity Wealth Development LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Clarity Wealth Development LLC holds 346,868 shares of SCHR stock, worth $8.71 Million. This represents 7.92% of its overall portfolio holdings.
Number of Shares
346,868
Previous 332,843
4.21%
Holding current value
$8.71 Million
Previous $8.33 Billion
5.34%
% of portfolio
7.92%
Previous 8.29%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
515Shares Held
385MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA228MShares$5.73 Billion0.95% of portfolio
-
Royal Bank Of Canada Toronto, A619.6MShares$491 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.7MShares$344 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.61MShares$216 Million0.21% of portfolio
-
Jpmorgan Chase & CO New York, NY4.9MShares$123 Million0.01% of portfolio