Tsa Wealth Managment LLC Schwab Intermediate Term Us Tr Transaction History
Tsa Wealth Managment LLC
- $230 Billion
- Q1 2024
A detailed history of Tsa Wealth Managment LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 8,497 shares of SCHR stock, worth $417,797. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,497
Previous 8,497
-0.0%
Holding current value
$417,797
Previous $422 Million
1.35%
% of portfolio
0.18%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
385Shares Held
141MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.98 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$572 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$214 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$177 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$114 Million0.02% of portfolio