Sigma Planning Corp Schwab Intermediate Term Us Tr Transaction History
Sigma Planning Corp
- $3.16 Billion
- Q2 2024
A detailed history of Sigma Planning Corp transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sigma Planning Corp holds 12,028 shares of SCHR stock, worth $607,293. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,028
Previous 12,650
4.92%
Holding current value
$607,293
Previous $620,000
5.48%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding SCHR
# of Institutions
405Shares 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$89.9 Million8.79% of portfolio