Integrated Wealth Concepts LLC Schwab Intermediate Term Us Tr Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 20,332 shares of SCHR stock, worth $990,371. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,332
Previous 42,123
51.73%
Holding current value
$990,371
Previous $2.09 Million
52.39%
% of portfolio
0.01%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding SCHR
# of Institutions
382Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.95 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$566 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$212 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$175 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio