Access Financial Services, Inc. Schwab Short Term Us Treasury Transaction History
Access Financial Services, Inc.
- $207 Million
- Q3 2025
A detailed history of Access Financial Services, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Access Financial Services, Inc. holds 1,346,749 shares of SCHO stock, worth $32.8 Million. This represents 15.86% of its overall portfolio holdings.
Number of Shares
1,346,749
Previous 633,783
112.49%
Holding current value
$32.8 Million
Previous $15.5 Million
112.67%
% of portfolio
15.86%
Previous 8.81%
Shares
3 transactions
Others Institutions Holding SCHO
# of Institutions
707Shares Held
323MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC119MShares$2.89 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY19.8MShares$481 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN19.4MShares$472 Million0.11% of portfolio
-
Sei Investments CO Oaks, PA17.6MShares$428 Million0.48% of portfolio
-
Envestnet Asset Management Inc6.77MShares$165 Million0.05% of portfolio