Sage View Advisory Group, LLC Schwab Intermediate Term Us Tr Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 2024
Shares
6 transactions
Others Institutions Holding SCHR
# of Institutions
405Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.2 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$511 Million0.12% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.67MShares$236 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$189 Million0.21% of portfolio
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Bergan Kdv Wealth Management, LLC1.78MShares$89.9 Million8.79% of portfolio