Portland Financial Advisors Inc Schwab Intermediate Term Us Tr Transaction History
Portland Financial Advisors Inc
- $37.2 Billion
- Q4 2024
A detailed history of Portland Financial Advisors Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Portland Financial Advisors Inc holds 15,660 shares of SCHR stock, worth $385,862. This represents 1.02% of its overall portfolio holdings.
Number of Shares
15,660Holding current value
$385,862% of portfolio
1.02%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
445Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.35 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$393 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$312 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$209 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$192 Million0.2% of portfolio