Meritage Portfolio Management Schwab Intermediate Term Us Tr Transaction History
Meritage Portfolio Management
- $1.58 Billion
- Q2 2024
A detailed history of Meritage Portfolio Management transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Meritage Portfolio Management holds 49,726 shares of SCHR stock, worth $2.51 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
49,726
Previous 49,017
1.45%
Holding current value
$2.51 Million
Previous $2.4 Million
0.87%
% of portfolio
0.15%
Previous 0.15%
Shares
15 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