Sonoma Private Wealth LLC Schwab Intermediate Term Us Tr Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
A detailed history of Sonoma Private Wealth LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 10,779 shares of SCHR stock, worth $261,606. This represents 0.85% of its overall portfolio holdings.
Number of Shares
10,779
Previous 9,424
14.38%
Holding current value
$261,606
Previous $460 Million
18.67%
% of portfolio
0.85%
Previous 0.75%
Shares
5 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.61 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$259 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.2 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.6 Million0.21% of portfolio