Jones Financial Companies Lllp Schwab Intermediate Term Us Tr Transaction History
Jones Financial Companies Lllp
- $86.5 Billion
- Q2 2024
A detailed history of Jones Financial Companies Lllp transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Jones Financial Companies Lllp holds 74,385 shares of SCHR stock, worth $3.76 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
74,385
Previous 58,964
26.15%
Holding current value
$3.76 Million
Previous $2.89 Million
25.41%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding SCHR
# of Institutions
405Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.2 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$511 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$236 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$189 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$89.9 Million8.79% of portfolio