Adams Wealth Management Schwab Intermediate Term Us Tr Transaction History
Adams Wealth Management
- $420 Million
- Q3 2025
A detailed history of Adams Wealth Management transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Adams Wealth Management holds 103,221 shares of SCHR stock, worth $2.59 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
103,221
Previous 120,339
14.22%
Holding current value
$2.59 Million
Previous $3.01 Million
13.91%
% of portfolio
0.62%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
514Shares Held
385MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA228MShares$5.73 Billion0.95% of portfolio
-
Royal Bank Of Canada Toronto, A619.6MShares$491 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.7MShares$344 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.61MShares$216 Million0.21% of portfolio
-
Jpmorgan Chase & CO New York, NY4.9MShares$123 Million0.01% of portfolio