Integrated Wealth Concepts LLC Schwab Intermediate Term Us Tr Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 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 38,032 shares of SCHR stock, worth $943,573. This represents 0.01% of its overall portfolio holdings.
Number of Shares
38,032
Previous 20,898
81.99%
Holding current value
$943,573
Previous $1.06 Million
12.68%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding SCHR
# of Institutions
446Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.39 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$395 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio