Rockbridge Investment Management, Lcc Schwab Intermediate Term Us Tr Transaction History
Rockbridge Investment Management, Lcc
- $845 Billion
- Q1 2025
A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 21,312 shares of SCHR stock, worth $530,029. This represents 0.06% of its overall portfolio holdings.
Number of Shares
21,312
Previous 21,272
0.19%
Holding current value
$530,029
Previous $517 Million
2.54%
% of portfolio
0.06%
Previous 0.07%
Shares
20 transactions
Others Institutions Holding SCHR
# of Institutions
477Shares Held
360MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.46 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$462 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$326 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$201 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$117 Million0.01% of portfolio