Sea Bridge Investment Advisors LLC Schwab Intermediate Term Us Tr Transaction History
Sea Bridge Investment Advisors LLC
- $470 Million
- Q4 2024
A detailed history of Sea Bridge Investment Advisors LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sea Bridge Investment Advisors LLC holds 1,120,329 shares of SCHR stock, worth $27.3 Million. This represents 5.79% of its overall portfolio holdings.
Number of Shares
1,120,329
Previous 366,249
205.89%
Holding current value
$27.3 Million
Previous $18.5 Million
46.84%
% of portfolio
5.79%
Previous 4.64%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
442Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.3 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$389 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$309 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$207 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$190 Million0.2% of portfolio