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 $305,815. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,467
Previous 13,257
5.96%
Holding current value
$305,815
Previous $646,000
2.48%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding SCHR
# of Institutions
403Shares Held
172MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.64 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$248 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$114 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$91.7 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$43.7 Million8.79% of portfolio