Steward Partners Investment Advisory, LLC Schwab Intermediate Term Us Tr Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 110 shares of SCHR stock, worth $5,553. This represents 0.0% of its overall portfolio holdings.
Number of Shares
110
Previous 139
20.86%
Holding current value
$5,553
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
14 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