Summit Financial, LLC Schwab Intermediate Term Us Tr Transaction History
Summit Financial, LLC
- $2.54 Billion
- Q3 2024
A detailed history of Summit Financial, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Summit Financial, LLC holds 152,209 shares of SCHR stock, worth $3.71 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
152,209Holding current value
$3.71 Million% of portfolio
0.3%Shares
1 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$2.63 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$260 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$127 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.7 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO3.9MShares$95.1 Million0.21% of portfolio