1620 Investment Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History
1620 Investment Advisors, Inc.
- $126 Million
- Q4 2024
A detailed history of 1620 Investment Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 5,526 shares of SCHR stock, worth $134,779. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,526
Previous 2,718
103.31%
Holding current value
$134,779
Previous $137,000
2.19%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
442Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.3 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$389 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$309 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$207 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$190 Million0.2% of portfolio