Hbw Advisory Services LLC Schwab Intermediate Term Us Tr Transaction History
Hbw Advisory Services LLC
- $726 Million
- Q2 2025
A detailed history of Hbw Advisory Services LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Hbw Advisory Services LLC holds 12,425 shares of SCHR stock, worth $309,879. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,425
Previous 15,724
20.98%
Holding current value
$309,879
Previous $390,000
20.51%
% of portfolio
0.04%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding SCHR
# of Institutions
494Shares Held
367MCall Options Held
900Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.53 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$463 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$327 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$202 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$117 Million0.01% of portfolio