Pacific Sage Partners, LLC Schwab Intermediate Term Us Tr Transaction History
Pacific Sage Partners, LLC
- $403 Billion
- Q2 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 1,274,182 shares of SCHR stock, worth $64.4 Million. This represents 15.4% of its overall portfolio holdings.
Number of Shares
1,274,182
Previous 1,239,101
2.83%
Holding current value
$64.4 Million
Previous $60.8 Billion
2.24%
% of portfolio
15.4%
Previous 15.74%
Shares
3 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