Modus Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Modus Advisors, LLC
- $295 Million
- Q3 2024
A detailed history of Modus Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Modus Advisors, LLC holds 85,415 shares of SCHR stock, worth $2.07 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
85,415
Previous 82,537
3.49%
Holding current value
$2.07 Million
Previous $4.03 Million
7.35%
% of portfolio
1.46%
Previous 1.46%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.61 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$259 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.2 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.6 Million0.21% of portfolio