Creative One Wealth, LLC Schwab Intermediate Term Us Tr Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
A detailed history of Creative One Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Creative One Wealth, LLC holds 127,651 shares of SCHR stock, worth $6.19 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
127,651
Previous 125,173
1.98%
Holding current value
$6.19 Million
Previous $6.22 Million
0.61%
% of portfolio
0.25%
Previous 0.4%
Shares
26 transactions
Others Institutions Holding SCHR
# of Institutions
382Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.93 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$564 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$211 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$175 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$112 Million0.02% of portfolio