Provence Wealth Management Group Schwab Intermediate Term Us Tr Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Provence Wealth Management Group holds 10,090 shares of SCHR stock, worth $491,483. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,090
Previous 13,195
23.53%
Holding current value
$491,483
Previous $632,000
20.73%
% of portfolio
0.27%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
382Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.95 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$566 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$212 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$175 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio