Xy Planning Network, Inc. Schwab Intermediate Term Us Tr Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 2025
A detailed history of Xy Planning Network, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Xy Planning Network, Inc. holds 15,867 shares of SCHR stock, worth $400,324. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,867
Previous 10,368
53.04%
Holding current value
$400,324
Previous $258 Million
54.08%
% of portfolio
0.14%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
499Shares Held
376MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.59 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A622.3MShares$564 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$309 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.01MShares$202 Million0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$118 Million0.01% of portfolio