Rockbridge Investment Management, Lcc Schwab Intermediate Term Us Tr Transaction History
Rockbridge Investment Management, Lcc
- $682 Billion
- Q1 2024
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 11,255 shares of SCHR stock, worth $553,295. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,255
Previous 12,472
9.76%
Holding current value
$553,295
Previous $620 Million
10.98%
% of portfolio
0.08%
Previous 0.09%
Shares
16 transactions
Others Institutions Holding SCHR
# of Institutions
380Shares Held
141MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.98 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$572 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$214 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$177 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$114 Million0.02% of portfolio