Unique Wealth Strategies, LLC Schwab Intermediate Term Us Tr Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 4,495 shares of SCHR stock, worth $111,476. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,495
Previous 4,495
-0.0%
Holding current value
$111,476
Previous $220 Million
-0.0%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
477Shares Held
360MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.44 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$461 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$325 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$201 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$116 Million0.01% of portfolio