Tradewinds Capital Management, LLC Schwab Intermediate Term Us Tr Transaction History
Tradewinds Capital Management, LLC
- $338 Million
- Q2 2024
A detailed history of Tradewinds Capital Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Tradewinds Capital Management, LLC holds 2,162 shares of SCHR stock, worth $109,224. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,162
Previous 240,750
99.1%
Holding current value
$109,224
Previous $11.8 Million
99.11%
% of portfolio
0.03%
Previous 3.27%
Shares
20 transactions
Others Institutions Holding SCHR
# of Institutions
404Shares 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$90 Million8.79% of portfolio