Bok Financial Private Wealth, Inc. Schwab Intermediate Term Us Tr Transaction History
Bok Financial Private Wealth, Inc.
- $1.33 Billion
- Q1 2025
A detailed history of Bok Financial Private Wealth, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 2,890 shares of SCHR stock, worth $71,672. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,890
Previous 2,890
-0.0%
Holding current value
$71,672
Previous $70,000
1.43%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
477Shares Held
360MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.44 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$461 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$325 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$201 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$116 Million0.01% of portfolio