First Purpose Wealth LLC Schwab Intermediate Term Us Tr Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, First Purpose Wealth LLC holds 11,410 shares of SCHR stock, worth $276,920. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,410
Previous 12,746
10.48%
Holding current value
$276,920
Previous $633,000
11.69%
% of portfolio
0.2%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.61 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$259 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.2 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.6 Million0.21% of portfolio