Kathleen S. Wright Associates Inc. Schwab Intermediate Term Us Tr Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 103,939 shares of SCHR stock, worth $2.57 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
103,939
Previous 48,385
114.82%
Holding current value
$2.57 Million
Previous $2.45 Million
3.1%
% of portfolio
1.04%
Previous 0.99%
Shares
13 transactions
Others Institutions Holding SCHR
# of Institutions
446Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.36 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$393 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$313 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$209 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$192 Million0.2% of portfolio