Net Worth Advisory Group Schwab Intermediate Term Us Tr Transaction History
Net Worth Advisory Group
- $451 Billion
- Q2 2025
A detailed history of Net Worth Advisory Group transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Net Worth Advisory Group holds 31,655 shares of SCHR stock, worth $798,022. This represents 0.18% of its overall portfolio holdings.
Number of Shares
31,655Holding current value
$798,022% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
498Shares Held
371MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.59 Billion1.0% of portfolio
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Royal Bank Of Canada Toronto, A622.3MShares$563 Million0.11% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.2MShares$308 Million0.08% of portfolio
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Stifel Financial Corp St. Louis, MO8.01MShares$202 Million0.2% of portfolio
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Jpmorgan Chase & CO New York, NY4.69MShares$118 Million0.01% of portfolio