Ae Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History
Ae Wealth Management LLC
- $8.07 Billion
- Q1 2024
A detailed history of Ae Wealth Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 54,607 shares of SCHR stock, worth $2.66 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
54,607
Previous 54,683
0.14%
Holding current value
$2.66 Million
Previous $2.72 Million
1.47%
% of portfolio
0.03%
Previous 0.01%
Shares
16 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