Blvd Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History
Blvd Private Wealth, LLC
- $106 Billion
- Q2 2025
A detailed history of Blvd Private Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Blvd Private Wealth, LLC holds 188,785 shares of SCHR stock, worth $4.76 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
188,785Holding current value
$4.76 Million% of portfolio
4.45%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
496Shares Held
371MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.59 Billion1.0% of portfolio
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Royal Bank Of Canada Toronto, A622.3MShares$563 Million0.11% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.2MShares$308 Million0.08% of portfolio
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Stifel Financial Corp St. Louis, MO8.01MShares$202 Million0.2% of portfolio
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Jpmorgan Chase & CO New York, NY4.69MShares$118 Million0.01% of portfolio