Sequoia Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History
Sequoia Financial Advisors, LLC
- $8.06 Billion
- Q2 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 15,154 shares of SCHR stock, worth $765,580. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,154
Previous 258,929
94.15%
Holding current value
$765,580
Previous $12.7 Million
94.18%
% of portfolio
0.01%
Previous 0.16%
Shares
31 transactions
Others Institutions Holding SCHR
# of Institutions
404Shares 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$90 Million8.79% of portfolio