Avion Wealth Schwab Intermediate Term Us Tr Transaction History
Avion Wealth
- $466 Million
- Q3 2025
A detailed history of Avion Wealth transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Avion Wealth holds 36 shares of SCHR stock, worth $903. This represents 0.0% of its overall portfolio holdings.
Number of Shares
36
Previous 36
-0.0%
Holding current value
$903
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHR
# of Institutions
516Shares Held
386MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA228MShares$5.73 Billion0.95% of portfolio
-
Royal Bank Of Canada Toronto, A619.6MShares$491 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.7MShares$344 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.61MShares$216 Million0.21% of portfolio
-
Jpmorgan Chase & CO New York, NY4.9MShares$123 Million0.01% of portfolio