Sonoma Private Wealth LLC Schwab Intermediate Term Us Tr Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 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 9,424 shares of SCHR stock, worth $470,446. This represents 0.75% of its overall portfolio holdings.
Number of Shares
9,424
Previous 8,009
17.67%
Holding current value
$470,446
Previous $393 Million
17.0%
% of portfolio
0.75%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
406Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.15 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$505 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$233 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$187 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$88.9 Million8.79% of portfolio