Advisory Alpha, LLC Schwab Intermediate Term Us Tr Transaction History
Advisory Alpha, LLC
- $2.42 Billion
- Q1 2024
A detailed history of Advisory Alpha, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Advisory Alpha, LLC holds 169,393 shares of SCHR stock, worth $8.25 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
169,393
Previous 112,388
50.72%
Holding current value
$8.25 Million
Previous $5.59 Million
48.7%
% of portfolio
0.34%
Previous 0.26%
Shares
19 transactions
Others Institutions Holding SCHR
# of Institutions
382Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.95 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$566 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$212 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$175 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio