J.W. Cole Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 11,678 shares of SCHR stock, worth $294,635. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,678Holding current value
$294,635% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
497Shares Held
375MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.59 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A622.3MShares$564 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$309 Million0.08% of portfolio
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Stifel Financial Corp St. Louis, MO8.01MShares$202 Million0.2% of portfolio
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Jpmorgan Chase & CO New York, NY4.69MShares$118 Million0.01% of portfolio