Jacobson & Schmitt Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Jacobson & Schmitt Advisors, LLC
- $487 Million
- Q3 2024
A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 51,945 shares of SCHR stock, worth $1.27 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
51,945Holding current value
$1.27 Million% of portfolio
0.54%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$2.63 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$99.9 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO3.9MShares$95.4 Million0.21% of portfolio