Wagner Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Wagner Wealth Management, LLC
- $295 Million
- Q4 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 86 shares of SCHR stock, worth $2,119. This represents 0.0% of its overall portfolio holdings.
Number of Shares
86
Previous 26
230.77%
Holding current value
$2,119
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHR
# of Institutions
445Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.35 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$393 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$312 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$209 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$192 Million0.2% of portfolio