Fiduciary Alliance LLC Schwab Intermediate Term Us Tr Transaction History
Fiduciary Alliance LLC
- $616 Billion
- Q2 2024
A detailed history of Fiduciary Alliance LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Fiduciary Alliance LLC holds 152,180 shares of SCHR stock, worth $7.7 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
152,180
Previous 118,505
28.42%
Holding current value
$7.7 Million
Previous $5.76 Billion
28.15%
% of portfolio
1.2%
Previous 1.02%
Shares
6 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$4.21 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$512 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$90.1 Million8.79% of portfolio