Copperwynd Financial, LLC Schwab Intermediate Term Us Tr Transaction History
Copperwynd Financial, LLC
- $400 Million
- Q2 2025
A detailed history of Copperwynd Financial, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Copperwynd Financial, LLC holds 12,818 shares of SCHR stock, worth $323,398. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,818Holding current value
$323,398% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
494Shares Held
373MCall 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$564 Million0.11% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.2MShares$309 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