Note Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Note Advisors, LLC
- $121 Billion
- Q1 2025
A detailed history of Note Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Note Advisors, LLC holds 15,838 shares of SCHR stock, worth $390,565. This represents 0.33% of its overall portfolio holdings.
Number of Shares
15,838
Previous 15,838
-0.0%
Holding current value
$390,565
Previous $385 Million
2.35%
% of portfolio
0.33%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
475Shares Held
360MCall Options Held
900Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.41 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$458 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$323 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$200 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$116 Million0.01% of portfolio