Jacobson & Schmitt Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Jacobson & Schmitt Advisors, LLC
- $487 Million
- Q3 2024
A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 51,945 shares of SCHR stock, worth $1.26 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
51,945Holding current value
$1.26 Million% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
400Shares Held
191MCall 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$99.1 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.6 Million0.21% of portfolio