Beverly Hills Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History
Beverly Hills Private Wealth, LLC
- $495 Billion
- Q4 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 45,374 shares of SCHR stock, worth $1.1 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
45,374Holding current value
$1.1 Million% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
430Shares Held
335MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.26 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$386 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$307 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC8.47MShares$205 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO7.78MShares$188 Million0.2% of portfolio