Walkner Condon Financial Advisors LLC Schwab Intermediate Term Us Tr Transaction History
Walkner Condon Financial Advisors LLC
- $466 Million
- Q1 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 85,600 shares of SCHR stock, worth $4.17 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
85,600
Previous 72,294
18.41%
Holding current value
$4.17 Million
Previous $3.59 Million
16.81%
% of portfolio
0.9%
Previous 0.82%
Shares
15 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$3.95 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$566 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$212 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$175 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio