Pensionmark Financial Group, LLC Schwab Intermediate Term Us Tr Transaction History
Pensionmark Financial Group, LLC
- $3.72 Billion
- Q1 2025
A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 14,872 shares of SCHR stock, worth $372,841. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,872Holding current value
$372,841% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
461Shares Held
359MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.45 Billion1.0% of portfolio
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Royal Bank Of Canada Toronto, A615.9MShares$400 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.7MShares$318 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC8.47MShares$212 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO7.78MShares$195 Million0.2% of portfolio