Rise Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Rise Advisors, LLC
- $249 Million
- Q3 2025
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 855 shares of SCHR stock, worth $21,469. This represents 0.01% of its overall portfolio holdings.
Number of Shares
855
Previous 881
2.95%
Holding current value
$21,469
Previous $22,000
4.55%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding SCHR
# of Institutions
516Shares Held
385MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA228MShares$5.73 Billion0.95% of portfolio
-
Royal Bank Of Canada Toronto, A619.6MShares$491 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.7MShares$344 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.61MShares$216 Million0.21% of portfolio
-
Jpmorgan Chase & CO New York, NY4.9MShares$123 Million0.01% of portfolio