Upper Left Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Upper Left Wealth Management, LLC
- $106 Million
- Q1 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 69,462 shares of SCHR stock, worth $3.37 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
69,462
Previous 89,264
22.18%
Holding current value
$3.37 Million
Previous $4.44 Million
23.23%
% of portfolio
3.22%
Previous 4.35%
Shares
8 transactions
Others Institutions Holding SCHR
# of Institutions
382Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.93 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$564 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$211 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$175 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$112 Million0.02% of portfolio