Financial Synergies Wealth Advisors, Inc. Schwab Short Term Us Treasury Transaction History
Financial Synergies Wealth Advisors, Inc.
- $822 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
689Shares Held
318MCall Options Held
104KPut Options Held
38.4K-
Bank Of America Corp Charlotte, NC108MShares$2.65 Billion0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.8MShares$534 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$525 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.5MShares$404 Million0.54% of portfolio
-
Jane Street Group, LLC New York, NY11.9MShares$291 Million0.07% of portfolio