Rkl Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History
Rkl Wealth Management LLC
- $1.04 Billion
- Q2 2024
A detailed history of Rkl Wealth Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Rkl Wealth Management LLC holds 71,201 shares of SCHR stock, worth $3.59 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
71,201
Previous 71,533
0.46%
Holding current value
$3.59 Million
Previous $3.51 Million
1.03%
% of portfolio
0.33%
Previous 0.35%
Shares
29 transactions
Others Institutions Holding SCHR
# of Institutions
405Shares 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$89.9 Million8.79% of portfolio