Trust Point Inc. Schwab Intermediate Term Us Tr Transaction History
Trust Point Inc.
- $1.33 Trillion
- Q3 2024
A detailed history of Trust Point Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Trust Point Inc. holds 20,166 shares of SCHR stock, worth $493,058. This represents 0.08% of its overall portfolio holdings.
Number of Shares
20,166
Previous 25,122
19.73%
Holding current value
$493,058
Previous $1.23 Billion
16.72%
% of portfolio
0.08%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
147MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$2.03 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$247 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$114 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$91.4 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$43.5 Million8.79% of portfolio