Rise Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Rise Advisors, LLC
- $206 Million
- Q4 2024
A detailed history of Rise Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Rise Advisors, LLC holds 833 shares of SCHR stock, worth $20,316. This represents 0.01% of its overall portfolio holdings.
Number of Shares
833
Previous 411
102.68%
Holding current value
$20,316
Previous $20,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
198MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.63 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$260 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$127 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.7 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$95.1 Million0.21% of portfolio