Code Waechter LLC Schwab Intermediate Term Us Tr Transaction History
Code Waechter LLC
- $140 Million
- Q2 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 212,581 shares of SCHR stock, worth $5.34 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
212,581
Previous 209,564
1.44%
Holding current value
$5.34 Million
Previous $5.21 Million
2.11%
% of portfolio
3.81%
Previous 4.28%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
496Shares Held
371MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.57 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A622.3MShares$561 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$307 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.01MShares$201 Million0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$118 Million0.01% of portfolio