Wiser Advisor Group LLC Schwab Intermediate Term Us Tr Transaction History
Wiser Advisor Group LLC
- $63.6 Billion
- Q2 2024
A detailed history of Wiser Advisor Group LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wiser Advisor Group LLC holds 203 shares of SCHR stock, worth $10,133. This represents 0.02% of its overall portfolio holdings.
Number of Shares
203
Previous 162
25.31%
Holding current value
$10,133
Previous $8.04 Million
22.66%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
406Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.15 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$505 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$233 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$187 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$88.9 Million8.79% of portfolio