Smartleaf Asset Management LLC Schwab Intermediate Term Us Tr Transaction History
Smartleaf Asset Management LLC
- $610 Billion
- Q2 2024
A detailed history of Smartleaf Asset Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 2,303 shares of SCHR stock, worth $116,347. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,303
Previous 1,664
38.4%
Holding current value
$116,347
Previous $82.8 Million
35.88%
% of portfolio
0.02%
Previous 0.02%
Shares
3 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