Towerpoint Wealth, LLC Schwab Intermediate Term Us Tr Transaction History
Towerpoint Wealth, LLC
- $198 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
477Shares Held
360MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.47 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$463 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$327 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$202 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$117 Million0.01% of portfolio