Cfs Investment Advisory Services, LLC Schwab Intermediate Term Us Tr Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q4 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 8,425 shares of SCHR stock, worth $208,687. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,425
Previous 5,209
61.74%
Holding current value
$208,687
Previous $264,000
22.35%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
447Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.38 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$395 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio