Family Asset Management, LLC Schwab Short Term Us Treasury Transaction History
Family Asset Management, LLC
- $160 Billion
- Q1 2024
A detailed history of Family Asset Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Family Asset Management, LLC holds 35,796 shares of SCHO stock, worth $1.72 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
35,796
Previous 36,266
1.3%
Holding current value
$1.72 Million
Previous $1.76 Billion
1.78%
% of portfolio
1.08%
Previous 1.17%
Shares
6 transactions
Others Institutions Holding SCHO
# of Institutions
613Shares Held
168MCall Options Held
13.7KPut Options Held
20.1K-
Bank Of America Corp Charlotte, NC74.6MShares$3.58 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.5MShares$553 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY9.26MShares$444 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.45MShares$358 Million0.54% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.15MShares$151 Million0.04% of portfolio