Congress Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,467 shares of SCHR stock, worth $304,568. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,467
Previous 13,257
5.96%
Holding current value
$304,568
Previous $646,000
2.48%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding SCHR
# of Institutions
398Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.63 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$261 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$127 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.8 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$95.2 Million0.21% of portfolio