Altiora Financial Group, LLC Schwab Intermediate Term Us Tr Transaction History
Altiora Financial Group, LLC
- $417 Billion
- Q2 2024
A detailed history of Altiora Financial Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Altiora Financial Group, LLC holds 343,739 shares of SCHR stock, worth $17.4 Million. This represents 4.02% of its overall portfolio holdings.
Number of Shares
343,739
Previous 213,511
60.99%
Holding current value
$17.4 Million
Previous $10.5 Billion
60.07%
% of portfolio
4.02%
Previous 2.84%
Shares
7 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$4.22 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$513 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$237 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$190 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$90.3 Million8.79% of portfolio