Certified Advisory Corp Schwab Intermediate Term Us Tr Transaction History
Certified Advisory Corp
- $910 Million
- Q4 2024
A detailed history of Certified Advisory Corp transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Certified Advisory Corp holds 10,001 shares of SCHR stock, worth $244,424. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,001
Previous 4,084
144.88%
Holding current value
$244,424
Previous $206,000
17.48%
% of portfolio
0.03%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SCHR
# of Institutions
402Shares Held
201MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.63 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$261 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$127 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.9 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$95.3 Million0.21% of portfolio