Hbw Advisory Services LLC Schwab Intermediate Term Us Tr Transaction History
Hbw Advisory Services LLC
- $622 Million
- Q3 2024
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 7,405 shares of SCHR stock, worth $373,878. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,405
Previous 7,191
2.98%
Holding current value
$373,878
Previous $350,000
6.86%
% of portfolio
0.06%
Previous 0.06%
Shares
4 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