Ci Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 13,681 shares of SCHR stock, worth $693,900. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,681
Previous 14,606
6.33%
Holding current value
$693,900
Previous $716,000
6.84%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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$4.22 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$513 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$237 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$190 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$90.3 Million8.79% of portfolio