Equita Financial Network, Inc. Schwab Intermediate Term Us Tr Transaction History
Equita Financial Network, Inc.
- $274 Million
- Q3 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 $283,374. This represents 0.21% of its overall portfolio holdings.
Number of Shares
11,628
Previous 11,628
-0.0%
Holding current value
$283,374
Previous $567,000
3.7%
% of portfolio
0.21%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
147MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$2.03 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$247 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$114 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$91.1 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$43.4 Million8.79% of portfolio