Captrust Financial Advisors Schwab Intermediate Term Us Tr Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 2024
A detailed history of Captrust Financial Advisors transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 14,452 shares of SCHR stock, worth $729,681. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,452
Previous 14,153
2.11%
Holding current value
$729,681
Previous $694,000
1.44%
% of portfolio
0.0%
Previous 0.0%
Shares
29 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$4.2 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$511 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$236 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$189 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$89.9 Million8.79% of portfolio