Family Investment Center, Inc. Schwab Intermediate Term Us Tr Transaction History
Family Investment Center, Inc.
- $362 Million
- Q3 2024
A detailed history of Family Investment Center, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Family Investment Center, Inc. holds 9,117 shares of SCHR stock, worth $224,551. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,117
Previous 6,855
33.0%
Holding current value
$224,551
Previous $334,000
38.02%
% of portfolio
0.13%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding SCHR
# of Institutions
400Shares Held
146MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$2.05 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$249 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$115 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$92.1 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$43.9 Million8.79% of portfolio