Bwm Planning, LLC Schwab Short Term Us Treasury Transaction History
Bwm Planning, LLC
- $225 Billion
- Q3 2024
A detailed history of Bwm Planning, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Bwm Planning, LLC holds 130,098 shares of SCHO stock, worth $3.17 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
130,098Holding current value
$3.17 Million% of portfolio
2.83%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
607Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$1.83 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$259 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY9.08MShares$221 Million0.04% of portfolio
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Sei Investments CO Oaks, PA7.6MShares$185 Million0.53% of portfolio
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Envestnet Asset Management Inc3.19MShares$77.6 Million0.05% of portfolio