Equita Financial Network, Inc. Schwab Intermediate Term Us Tr Transaction History
Equita Financial Network, Inc.
- $239 Million
- Q2 2024
A detailed history of Equita Financial Network, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Equita Financial Network, Inc. holds 11,628 shares of SCHR stock, worth $589,772. This represents 0.24% of its overall portfolio holdings.
Number of Shares
11,628
Previous 14,999
22.47%
Holding current value
$589,772
Previous $736,000
22.96%
% of portfolio
0.24%
Previous 0.33%
Shares
4 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