Morningstar Investment Services LLC Schwab Intermediate Term Us Tr Transaction History
Morningstar Investment Services LLC
- $9.09 Billion
- Q1 2024
A detailed history of Morningstar Investment Services LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Morningstar Investment Services LLC holds 286,153 shares of SCHR stock, worth $13.9 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
286,153
Previous 578,863
50.57%
Holding current value
$13.9 Million
Previous $28.8 Million
51.21%
% of portfolio
0.15%
Previous 0.16%
Shares
17 transactions
Others Institutions Holding SCHR
# of Institutions
382Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.95 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$566 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$212 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$175 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio