Allen Capital Group, LLC Schwab Intermediate Term Us Tr Transaction History
Allen Capital Group, LLC
- $759 Million
- Q2 2024
A detailed history of Allen Capital Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Allen Capital Group, LLC holds 5,384 shares of SCHR stock, worth $271,838. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,384
Previous 6,136
12.26%
Holding current value
$271,838
Previous $300,000
12.67%
% of portfolio
0.03%
Previous 0.04%
Shares
18 transactions
Others Institutions Holding SCHR
# of Institutions
405Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.2 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$511 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$236 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$189 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$89.9 Million8.79% of portfolio