Comprehensive Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Comprehensive Wealth Management, LLC
- $115 Million
- Q2 2025
A detailed history of Comprehensive Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 26,035 shares of SCHR stock, worth $656,342. This represents 0.57% of its overall portfolio holdings.
Number of Shares
26,035Holding current value
$656,342% of portfolio
0.57%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
498Shares Held
371MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.59 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A622.3MShares$563 Million0.11% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.2MShares$308 Million0.08% of portfolio
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Stifel Financial Corp St. Louis, MO8.01MShares$202 Million0.2% of portfolio
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Jpmorgan Chase & CO New York, NY4.69MShares$118 Million0.01% of portfolio