Resonant Capital Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Resonant Capital Advisors, LLC
- $1.34 Billion
- Q3 2024
A detailed history of Resonant Capital Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 868,687 shares of SCHR stock, worth $21.2 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
868,687
Previous 767,370
13.2%
Holding current value
$21.2 Million
Previous $37.4 Million
17.45%
% of portfolio
3.28%
Previous 3.07%
Shares
20 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.63 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$260 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$127 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.7 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$95.1 Million0.21% of portfolio