Blake Schutter Theil Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $139 Billion
- Q3 2024
A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 98,573 shares of SCHR stock, worth $2.43 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
98,573Holding current value
$2.43 Million% of portfolio
3.58%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
400Shares Held
146MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$2.05 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$249 Million0.12% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.67MShares$115 Million0.06% of portfolio
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Stifel Financial Corp St. Louis, MO3.74MShares$92.1 Million0.21% of portfolio
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Bergan Kdv Wealth Management, LLC1.78MShares$43.9 Million8.79% of portfolio