Lbmc Investment Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Lbmc Investment Advisors, LLC
- $1.26 Billion
- Q1 2025
A detailed history of Lbmc Investment Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 9,188 shares of SCHR stock, worth $228,046. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,188
Previous 9,320
1.42%
Holding current value
$228,046
Previous $226,000
0.44%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHR
# of Institutions
448Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.39 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$396 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$315 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio