Abacus Wealth Partners, LLC Schwab Short Term Us Treasury Transaction History
Abacus Wealth Partners, LLC
- $665 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding SCHO
# of Institutions
690Shares Held
306MCall Options Held
104KPut Options Held
38.4K-
Bank Of America Corp Charlotte, NC108MShares$2.63 Billion0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.8MShares$530 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$520 Million0.04% of portfolio
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Sei Investments CO Oaks, PA16.5MShares$401 Million0.54% of portfolio
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Envestnet Asset Management Inc7.65MShares$185 Million0.06% of portfolio