Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Intermediate Term Us Tr Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.53 Billion
- Q1 2025
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 37,180 shares of SCHR stock, worth $920,948. This represents 0.04% of its overall portfolio holdings.
Number of Shares
37,180
Previous 37,032
0.4%
Holding current value
$920,948
Previous $899,000
2.78%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SCHR
# of Institutions
458Shares Held
359MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.38 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$395 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 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