Northwest Capital Management Inc Schwab Intermediate Term Us Tr Transaction History
Northwest Capital Management Inc
- $266 Million
- Q2 2024
A detailed history of Northwest Capital Management Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Northwest Capital Management Inc holds 582,733 shares of SCHR stock, worth $29.4 Million. This represents 10.68% of its overall portfolio holdings.
Number of Shares
582,733
Previous 709,894
17.91%
Holding current value
$29.4 Million
Previous $34.8 Million
18.38%
% of portfolio
10.68%
Previous 11.39%
Shares
20 transactions
Others Institutions Holding SCHR
# of Institutions
404Shares 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$90 Million8.79% of portfolio