Lbmc Investment Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Lbmc Investment Advisors, LLC
- $1.15 Billion
- Q2 2024
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 4,660 shares of SCHR stock, worth $235,283. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,660
Previous 4,660
-0.0%
Holding current value
$235,283
Previous $228,000
0.44%
% of portfolio
0.02%
Previous 0.02%
Shares
3 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