Geo Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 51 shares of SCHR stock, worth $1,243. This represents 0.0% of its overall portfolio holdings.
Number of Shares
51
Previous 73
30.14%
Holding current value
$1,243
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
198MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.63 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$260 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$127 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.7 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$95.1 Million0.21% of portfolio