Blvd Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History
Blvd Private Wealth, LLC
- $117 Billion
- Q3 2025
A detailed history of Blvd Private Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Blvd Private Wealth, LLC holds 212,723 shares of SCHR stock, worth $5.34 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
212,723
Previous 188,785
12.68%
Holding current value
$5.34 Million
Previous $4.73 Billion
13.13%
% of portfolio
4.59%
Previous 4.45%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
516Shares Held
385MCall 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