Cwm, LLC Schwab Intermediate Term Us Tr Transaction History
Cwm, LLC
- $21.2 Billion
- Q2 2024
A detailed history of Cwm, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Cwm, LLC holds 569,617 shares of SCHR stock, worth $28.8 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
569,617
Previous 694,206
17.95%
Holding current value
$28.8 Million
Previous $34.1 Million
18.42%
% of portfolio
0.13%
Previous 0.17%
Shares
28 transactions
Others Institutions Holding SCHR
# of Institutions
404Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.2 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$511 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$236 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$189 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$90 Million8.79% of portfolio