Pacific Sage Partners, LLC Schwab Intermediate Term Us Tr Transaction History
Pacific Sage Partners, LLC
- $386 Billion
- Q1 2024
A detailed history of Pacific Sage Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Pacific Sage Partners, LLC holds 1,239,101 shares of SCHR stock, worth $60.6 Million. This represents 15.74% of its overall portfolio holdings.
Number of Shares
1,239,101
Previous 1,233,128
0.48%
Holding current value
$60.6 Million
Previous $61.3 Billion
0.87%
% of portfolio
15.74%
Previous 16.8%
Shares
2 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$3.97 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