Legacy Wealth Managment, Llc/Id Schwab Intermediate Term Us Tr Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 14 shares of SCHR stock, worth $347. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14Holding current value
$347% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
477Shares Held
360MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.44 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$461 Million0.1% of portfolio
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Ameriprise Financial Inc Minneapolis, MN13.1MShares$325 Million0.09% of portfolio
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Stifel Financial Corp St. Louis, MO8.1MShares$201 Million0.22% of portfolio
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Jpmorgan Chase & CO New York, NY4.69MShares$116 Million0.01% of portfolio