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 $112,105. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,495
Previous 4,495
-0.0%
Holding current value
$112,105
Previous $220 Million
-0.0%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
489Shares Held
365MCall Options Held
900Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.47 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$463 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$327 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$202 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$117 Million0.01% of portfolio