Allworth Financial LP Schwab Intermediate Term Us Tr Transaction History
Allworth Financial LP
- $15.5 Billion
- Q2 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 724,133 shares of SCHR stock, worth $36.6 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
724,133
Previous 599,981
20.69%
Holding current value
$36.6 Million
Previous $29.4 Million
20.0%
% of portfolio
0.23%
Previous 0.21%
Shares
18 transactions
Others Institutions Holding SCHR
# of Institutions
404Shares 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$90 Million8.79% of portfolio