Kerr Financial Planning Corp Schwab Intermediate Term Us Tr Transaction History
Kerr Financial Planning Corp
- $71 Billion
- Q3 2025
A detailed history of Kerr Financial Planning Corp transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kerr Financial Planning Corp holds 1,645 shares of SCHR stock, worth $41,305. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,645Holding current value
$41,305% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
517Shares Held
385MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA228MShares$5.73 Billion0.95% of portfolio
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Royal Bank Of Canada Toronto, A619.6MShares$491 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN13.7MShares$344 Million0.08% of portfolio
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Stifel Financial Corp St. Louis, MO8.61MShares$216 Million0.21% of portfolio
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Jpmorgan Chase & CO New York, NY4.9MShares$123 Million0.01% of portfolio