Blake Schutter Theil Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $94.7 Billion
- Q4 2024
A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 211,119 shares of SCHR stock, worth $5.25 Million. This represents 5.42% of its overall portfolio holdings.
Number of Shares
211,119
Previous 98,573
114.18%
Holding current value
$5.25 Million
Previous $4.99 Billion
2.81%
% of portfolio
5.42%
Previous 3.58%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
458Shares Held
357MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.41 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$397 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$315 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$211 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$194 Million0.2% of portfolio