Twele Capital Management, Inc. Schwab Intermediate Term Us Tr Transaction History
Twele Capital Management, Inc.
- $441 Million
- Q2 2024
A detailed history of Twele Capital Management, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Twele Capital Management, Inc. holds 10,558 shares of SCHR stock, worth $533,073. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,558
Previous 10,557
0.01%
Holding current value
$533,073
Previous $517,000
0.58%
% of portfolio
0.12%
Previous 0.12%
Shares
28 transactions
Others Institutions Holding SCHR
# of Institutions
405Shares 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$89.9 Million8.79% of portfolio