Vest Gen Advisors, LLC Schwab Short Term Us Treasury Transaction History
Vest Gen Advisors, LLC
- $2.51 Trillion
- Q2 2025
A detailed history of Vest Gen Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 250,018 shares of SCHO stock, worth $6.1 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
250,018Holding current value
$6.1 Million% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
710Shares Held
319MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
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Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
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Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio