Upper Left Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Upper Left Wealth Management, LLC
- $112 Million
- Q4 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 107,377 shares of SCHR stock, worth $2.66 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
107,377
Previous 52,097
106.11%
Holding current value
$2.66 Million
Previous $2.64 Million
1.06%
% of portfolio
2.34%
Previous 2.29%
Shares
11 transactions
Others Institutions Holding SCHR
# of Institutions
446Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.39 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$395 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio