Code Waechter LLC Schwab Intermediate Term Us Tr Transaction History
Code Waechter LLC
- $122 Million
- Q1 2025
A detailed history of Code Waechter LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Code Waechter LLC holds 209,564 shares of SCHR stock, worth $5.2 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
209,564
Previous 228,243
8.18%
Holding current value
$5.2 Million
Previous $5.54 Million
6.02%
% of portfolio
4.28%
Previous 4.85%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
476Shares Held
360MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.44 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$461 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$325 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$201 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$116 Million0.01% of portfolio