Capital Performance Advisors LLP Schwab Intermediate Term Us Tr Transaction History
Capital Performance Advisors LLP
- $449 Million
- Q1 2025
A detailed history of Capital Performance Advisors LLP transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Capital Performance Advisors LLP holds 29,317 shares of SCHR stock, worth $734,977. This represents 0.16% of its overall portfolio holdings.
Number of Shares
29,317Holding current value
$734,977% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
464Shares Held
360MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.5 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$400 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$318 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$212 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$195 Million0.2% of portfolio