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 $729,113. This represents 0.16% of its overall portfolio holdings.
Number of Shares
29,317Holding current value
$729,113% of portfolio
0.16%Shares
1 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$5.46 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$462 Million0.1% of portfolio
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Ameriprise Financial Inc Minneapolis, MN13.1MShares$326 Million0.09% of portfolio
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Stifel Financial Corp St. Louis, MO8.1MShares$201 Million0.22% of portfolio
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Jpmorgan Chase & CO New York, NY4.69MShares$117 Million0.01% of portfolio