West Coast Financial LLC Schwab Intermediate Term Us Tr Transaction History
West Coast Financial LLC
- $844 Million
- Q2 2024
A detailed history of West Coast Financial LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, West Coast Financial LLC holds 599,629 shares of SCHR stock, worth $30.3 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
599,629
Previous 506,227
18.45%
Holding current value
$30.3 Million
Previous $24.8 Million
17.77%
% of portfolio
3.47%
Previous 3.01%
Shares
25 transactions
Others Institutions Holding SCHR
# of Institutions
404Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.2 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$511 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$236 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$189 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$90 Million8.79% of portfolio