Pacific Sage Partners, LLC Schwab Intermediate Term Us Tr Transaction History
Pacific Sage Partners, LLC
- $438 Billion
- Q4 2024
A detailed history of Pacific Sage Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Pacific Sage Partners, LLC holds 2,591,654 shares of SCHR stock, worth $63.5 Million. This represents 14.36% of its overall portfolio holdings.
Number of Shares
2,591,654
Previous 1,260,742
105.57%
Holding current value
$63.5 Million
Previous $63.8 Billion
1.32%
% of portfolio
14.36%
Previous 15.18%
Shares
5 transactions
Others Institutions Holding SCHR
# of Institutions
443Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.32 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$390 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$310 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$208 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$191 Million0.2% of portfolio