Addison Advisors LLC Schwab Intermediate Term Us Tr Transaction History
Addison Advisors LLC
- $336 Million
- Q4 2024
A detailed history of Addison Advisors LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Addison Advisors LLC holds 126,541 shares of SCHR stock, worth $3.13 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
126,541
Previous 43,951
187.91%
Holding current value
$3.13 Million
Previous $2.22 Million
38.24%
% of portfolio
0.91%
Previous 0.65%
Shares
8 transactions
Others Institutions Holding SCHR
# of Institutions
447Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.38 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$394 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio