Creative Planning Schwab Intermediate Term Us Tr Transaction History
Creative Planning
- $93.6 Billion
- Q2 2024
A detailed history of Creative Planning transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Creative Planning holds 812,243 shares of SCHR stock, worth $41.2 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
812,243
Previous 1,288,837
36.98%
Holding current value
$41.2 Million
Previous $63.2 Million
37.34%
% of portfolio
0.04%
Previous 0.07%
Shares
28 transactions
Others Institutions Holding SCHR
# of Institutions
405Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.22 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$513 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$237 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$190 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$90.3 Million8.79% of portfolio