Wagner Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Wagner Wealth Management, LLC
- $295 Million
- Q4 2024
A detailed history of Wagner Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 86 shares of SCHR stock, worth $2,097. This represents 0.0% of its overall portfolio holdings.
Number of Shares
86
Previous 26
230.77%
Holding current value
$2,097
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 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