Fsb Premier Wealth Management, Inc. Schwab Intermediate Term Us Tr Transaction History
Fsb Premier Wealth Management, Inc.
- $215 Million
- Q2 2024
A detailed history of Fsb Premier Wealth Management, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 4,291 shares of SCHR stock, worth $216,652. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,291
Previous 4,668
8.08%
Holding current value
$216,652
Previous $228,000
8.33%
% of portfolio
0.1%
Previous 0.11%
Shares
13 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$4.2 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$511 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$89.9 Million8.79% of portfolio