Shakespeare Wealth Management, Inc. Schwab Intermediate Term Us Tr Transaction History
Shakespeare Wealth Management, Inc.
- $371 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
489Shares Held
364MCall Options Held
900Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.48 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$464 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$328 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$202 Million0.22% of portfolio
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Jpmorgan Chase & CO New York, NY4.69MShares$117 Million0.01% of portfolio