Ken Fisher Schwab Intermediate Term Us Tr Transaction History
Fisher Asset Management, LLC
- $229 Billion
- Q2 2024
A detailed history of Ken Fisher (Fisher Asset Management, LLC) transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Fisher Asset Management, LLC holds 4,843 shares of SCHR stock, worth $241,762. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,843
Previous 6,252
22.54%
Holding current value
$241,762
Previous $306,000
22.88%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHR
# of Institutions
406Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.15 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$505 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$233 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$187 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$88.9 Million8.79% of portfolio