Centric Wealth Management Schwab Intermediate Term Us Tr Transaction History
Centric Wealth Management
- $383 Million
- Q3 2024
A detailed history of Centric Wealth Management transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Centric Wealth Management holds 329,584 shares of SCHR stock, worth $8 Million. This represents 4.36% of its overall portfolio holdings.
Number of Shares
329,584Holding current value
$8 Million% of portfolio
4.36%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.61 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$259 Million0.11% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC4.09MShares$99.2 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO3.9MShares$94.6 Million0.21% of portfolio