Private Wealth Management Group, LLC Schwab Intermediate Term Us Tr Transaction History
Private Wealth Management Group, LLC
- $231 Billion
- Q2 2024
A detailed history of Private Wealth Management Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 2,460 shares of SCHR stock, worth $124,746. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,460
Previous 2,460
-0.0%
Holding current value
$124,746
Previous $121 Million
0.57%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
404Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.22 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$513 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$237 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$190 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$90.3 Million8.79% of portfolio