Sequoia Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Sequoia Financial Advisors, LLC
- $11.5 Billion
- Q4 2024
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 22,917 shares of SCHR stock, worth $568,570. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22,917
Previous 14,552
57.48%
Holding current value
$568,570
Previous $736,000
24.46%
% of portfolio
0.0%
Previous 0.01%
Shares
33 transactions
Others Institutions Holding SCHR
# of Institutions
446Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.39 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$395 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio