Bartlett & Co. LLC Schwab Intermediate Term Us Tr Transaction History
Bartlett & Co. LLC
- $6.16 Billion
- Q4 2023
A detailed history of Bartlett & Co. LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Bartlett & Co. LLC holds 7,683 shares of SCHR stock, worth $387,914. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,683
Previous 3,614
112.59%
Holding current value
$387,914
Previous $173,000
120.81%
% of portfolio
0.01%
Previous 0.0%
Shares
8 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