Independent Solutions Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Independent Solutions Wealth Management, LLC
- $226 Billion
- Q4 2019
A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 44,796 shares of SCHR stock, worth $1.1 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
44,796Holding current value
$1.1 Million% of portfolio
1.09%Shares
1 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$2.64 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$261 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$127 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC4.09MShares$100 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO3.9MShares$95.4 Million0.21% of portfolio