Lbmc Investment Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Lbmc Investment Advisors, LLC
- $1.38 Billion
- Q2 2025
A detailed history of Lbmc Investment Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 9,188 shares of SCHR stock, worth $228,229. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,188
Previous 9,188
-0.0%
Holding current value
$228,229
Previous $227,000
0.88%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHR
# of Institutions
485Shares Held
363MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.45 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$461 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$326 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$201 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$116 Million0.01% of portfolio