Richard W. Paul & Associates, LLC Schwab Intermediate Term Us Tr Transaction History
Richard W. Paul & Associates, LLC
- $275 Billion
- Q4 2024
A detailed history of Richard W. Paul & Associates, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 1,720 shares of SCHR stock, worth $42,398. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,720
Previous 860
100.0%
Holding current value
$42,398
Previous $43.5 Million
3.99%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
445Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.35 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$393 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$312 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$209 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$192 Million0.2% of portfolio