Sage View Advisory Group, LLC Schwab Intermediate Term Us Tr Transaction History
Sage View Advisory Group, LLC
- $1.98 Trillion
- Q1 2024
A detailed history of Sage View Advisory Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 24,764 shares of SCHR stock, worth $1.21 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
24,764
Previous 7,645
223.92%
Holding current value
$1.21 Million
Previous $379 Million
370.7%
% of portfolio
0.09%
Previous 0.02%
Shares
6 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