Bouchey Financial Group LTD Schwab Intermediate Term Us Tr Transaction History
Bouchey Financial Group LTD
- $980 Million
- Q2 2024
A detailed history of Bouchey Financial Group LTD transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Bouchey Financial Group LTD holds 396,990 shares of SCHR stock, worth $20.1 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
396,990
Previous 435,637
8.87%
Holding current value
$20.1 Million
Previous $21.4 Million
9.39%
% of portfolio
1.98%
Previous 2.22%
Shares
7 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$4.22 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$513 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$237 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$190 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$90.3 Million8.79% of portfolio