Unique Wealth Strategies, LLC Schwab Intermediate Term Us Tr Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 4,495 shares of SCHR stock, worth $109,857. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,495
Previous 4,495
-0.0%
Holding current value
$109,857
Previous $220 Million
-0.0%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall 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
-
Bank Of America Corp Charlotte, NC4.09MShares$99.9 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$95.3 Million0.21% of portfolio