Madison Asset Management, LLC Schwab Intermediate Term Us Tr Transaction History
Madison Asset Management, LLC
- $7.42 Billion
- Q2 2024
A detailed history of Madison Asset Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Madison Asset Management, LLC holds 983,913 shares of SCHR stock, worth $24.3 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
983,913
Previous 791,930
24.24%
Holding current value
$24.3 Million
Previous $38.8 Million
23.53%
% of portfolio
0.65%
Previous 0.51%
Shares
19 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