Wagner Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Wagner Wealth Management, LLC
- $284 Million
- Q3 2024
A detailed history of Wagner Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 26 shares of SCHR stock, worth $631. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 23
13.04%
Holding current value
$631
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHR
# of Institutions
402Shares Held
188MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.62 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$259 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.3 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.7 Million0.21% of portfolio