Destiny Wealth Partners, LLC Schwab Intermediate Term Us Tr Transaction History
Destiny Wealth Partners, LLC
- $596 Million
- Q1 2025
A detailed history of Destiny Wealth Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 360,558 shares of SCHR stock, worth $9.04 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
360,558Holding current value
$9.04 Million% of portfolio
1.5%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
457Shares Held
357MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.45 Billion1.0% of portfolio
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Royal Bank Of Canada Toronto, A615.9MShares$400 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.7MShares$318 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC8.47MShares$212 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO7.78MShares$195 Million0.2% of portfolio