Transform Wealth, LLC Schwab Intermediate Term Us Tr Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
A detailed history of Transform Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 9,548 shares of SCHR stock, worth $233,066. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,548Holding current value
$233,066% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
402Shares Held
201MCall 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$261 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$127 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC4.09MShares$99.7 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO3.9MShares$95.2 Million0.21% of portfolio