Jfg Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Jfg Wealth Management, LLC
- $351 Million
- Q2 2024
A detailed history of Jfg Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 15,676 shares of SCHR stock, worth $387,197. This represents 0.22% of its overall portfolio holdings.
Number of Shares
15,676
Previous 13,344
17.48%
Holding current value
$387,197
Previous $654,000
16.82%
% of portfolio
0.22%
Previous 0.18%
Shares
17 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