Kings Path Partners LLC Schwab Intermediate Term Us Tr Transaction History
Kings Path Partners LLC
- $238 Billion
- Q3 2024
A detailed history of Kings Path Partners LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kings Path Partners LLC holds 10,467 shares of SCHR stock, worth $256,755. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,467
Previous 10,347
1.16%
Holding current value
$256,755
Previous $505 Million
4.95%
% of portfolio
0.22%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
402Shares Held
147MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.64 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$248 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$114 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$91.7 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$43.7 Million8.79% of portfolio