Fsb Premier Wealth Management, Inc. Schwab Intermediate Term Us Tr Transaction History
Fsb Premier Wealth Management, Inc.
- $234 Million
- Q3 2024
A detailed history of Fsb Premier Wealth Management, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 5,364 shares of SCHR stock, worth $129,862. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,364
Previous 4,291
25.01%
Holding current value
$129,862
Previous $209,000
29.67%
% of portfolio
0.12%
Previous 0.1%
Shares
14 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.61 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$259 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$98.9 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.4 Million0.21% of portfolio