One Ascent Financial Services LLC Schwab Intermediate Term Us Tr Transaction History
One Ascent Financial Services LLC
- $905 Million
- Q1 2024
A detailed history of One Ascent Financial Services LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, One Ascent Financial Services LLC holds 13,728 shares of SCHR stock, worth $671,573. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,728
Previous 13,827
0.72%
Holding current value
$671,573
Previous $687,000
2.04%
% of portfolio
0.07%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
381Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.96 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$569 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$213 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$176 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio