Clarity Wealth Development LLC Schwab Intermediate Term Us Tr Transaction History
Clarity Wealth Development LLC
- $100 Billion
- Q2 2025
A detailed history of Clarity Wealth Development LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Clarity Wealth Development LLC holds 332,843 shares of SCHR stock, worth $8.3 Million. This represents 8.29% of its overall portfolio holdings.
Number of Shares
332,843
Previous 309,649
7.49%
Holding current value
$8.3 Million
Previous $7.77 Billion
7.19%
% of portfolio
8.29%
Previous 8.67%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
497Shares Held
369MCall Options Held
900Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.53 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$463 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$327 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$202 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$117 Million0.01% of portfolio