Aj Wealth Strategies, LLC Schwab Short Term Us Treasury Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
Shares
	  6 transactions
	
  Others Institutions Holding SCHO
# of Institutions
716Shares Held
321MCall 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
- 
    
      Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
- 
    
      Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
- 
    
      Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio