Richard W. Paul & Associates, LLC Schwab Intermediate Term Us Tr Transaction History
Richard W. Paul & Associates, LLC
- $277 Billion
- Q2 2025
A detailed history of Richard W. Paul & Associates, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 1,720 shares of SCHR stock, worth $43,395. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,720
Previous 1,720
-0.0%
Holding current value
$43,395
Previous $42.8 Million
0.69%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
502Shares Held
376MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.59 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A622.3MShares$564 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$309 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.01MShares$202 Million0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$118 Million0.01% of portfolio