Ascent Group, LLC Schwab Short Term Us Treasury Transaction History

Ascent Group, LLC

$2.45 Billion
Q2 2025

A detailed history of Ascent Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ascent Group, LLC holds 21,559 shares of SCHO stock, worth $523,883. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,559

Holding current value

$523,883

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 21, 2025	BUY	$24.19 - $24.45 $521,512 - $527,117	21,559 New	21,559 $525,000

Others Institutions Holding SCHO

# of Institutions

700

Shares Held

313M

Call Options Held

104K

Put Options Held

38.4K

Bank Of America Corp Charlotte, NC

108M
Shares

$2.63 Billion
0.22% of portfolio
Ameriprise Financial Inc Minneapolis, MN

21.8M
Shares

$531 Million
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

21.5M
Shares

$522 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

16.5M
Shares

$402 Million
0.54% of portfolio
Envestnet Asset Management Inc

7.65M
Shares

$186 Million
0.06% of portfolio

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ascent Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ascent Group, LLC with notifications on news.

Account