Savvy Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History
Savvy Advisors, Inc.
- $492 Billion
- Q3 2024
A detailed history of Savvy Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 41,537 shares of SCHR stock, worth $1.01 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
41,537
Previous 8,529
387.01%
Holding current value
$1.01 Million
Previous $416 Million
405.28%
% of portfolio
0.43%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.62 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$260 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.4 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.9 Million0.21% of portfolio