Code Waechter LLC Schwab Intermediate Term Us Tr Transaction History
Code Waechter LLC
- $153 Million
- Q3 2025
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 207,071 shares of SCHR stock, worth $5.2 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
207,071
Previous 212,581
2.59%
Holding current value
$5.2 Million
Previous $5.32 Million
2.2%
% of portfolio
3.41%
Previous 3.81%
Shares
5 transactions
Others Institutions Holding SCHR
# of Institutions
517Shares 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