Intelligence Driven Advisers, LLC Schwab Intermediate Term Us Tr Transaction History
Intelligence Driven Advisers, LLC
- $706 Million
- Q2 2024
A detailed history of Intelligence Driven Advisers, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Intelligence Driven Advisers, LLC holds 993,764 shares of SCHR stock, worth $24.5 Million. This represents 6.87% of its overall portfolio holdings.
Number of Shares
993,764
Previous 984,558
0.94%
Holding current value
$24.5 Million
Previous $48.3 Million
0.36%
% of portfolio
6.87%
Previous 7.14%
Shares
5 transactions
Others Institutions Holding SCHR
# of Institutions
404Shares 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$250 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$115 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$92.4 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$44 Million8.79% of portfolio