Allworth Financial LP Schwab Intermediate Term Us Tr Transaction History
Allworth Financial LP
- $14 Billion
- Q1 2024
A detailed history of Allworth Financial LP transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Allworth Financial LP holds 599,981 shares of SCHR stock, worth $29.4 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
599,981
Previous 614,937
2.43%
Holding current value
$29.4 Million
Previous $30.6 Million
3.75%
% of portfolio
0.21%
Previous 0.23%
Shares
17 transactions
Others Institutions Holding SCHR
# of Institutions
381Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.97 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$569 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$213 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$176 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio