Sequoia Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Sequoia Financial Advisors, LLC
- $11.6 Billion
- Q1 2025
A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 25,276 shares of SCHR stock, worth $633,669. This represents 0.01% of its overall portfolio holdings.
Number of Shares
25,276
Previous 22,917
10.29%
Holding current value
$633,669
Previous $556,000
12.95%
% of portfolio
0.01%
Previous 0.0%
Shares
34 transactions
Others Institutions Holding SCHR
# of Institutions
463Shares Held
359MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.45 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$400 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$318 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$212 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$195 Million0.2% of portfolio