V Wealth Advisors LLC Schwab Intermediate Term Us Tr Transaction History
V Wealth Advisors LLC
- $123 Million
- Q3 2023
A detailed history of V Wealth Advisors LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, V Wealth Advisors LLC holds 12,280 shares of SCHR stock, worth $305,280. This represents 0.48% of its overall portfolio holdings.
Number of Shares
12,280
Previous 12,906
4.85%
Holding current value
$305,280
Previous $636,000
7.55%
% of portfolio
0.48%
Previous 0.11%
Shares
16 transactions
Others Institutions Holding SCHR
# of Institutions
483Shares Held
363MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.45 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$462 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$326 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$201 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$117 Million0.01% of portfolio