Transform Wealth, LLC Schwab Intermediate Term Us Tr Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
A detailed history of Transform Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 9,548 shares of SCHR stock, worth $235,358. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,548Holding current value
$235,358% of portfolio
0.01%Shares
1 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
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Royal Bank Of Canada Toronto, A615.9MShares$393 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.7MShares$312 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC8.47MShares$209 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO7.78MShares$192 Million0.2% of portfolio