Avantax Advisory Services, Inc. Schwab Short Term Us Treasury Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 16,750 shares of SCHO stock, worth $407,025. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,750
Previous 17,817
5.99%
Holding current value
$407,025
Previous $428,000
4.91%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding SCHO
# of Institutions
701Shares Held
313MCall Options Held
104KPut Options Held
38.4K-
Bank Of America Corp Charlotte, NC108MShares$2.63 Billion0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.8MShares$531 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$522 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.5MShares$402 Million0.54% of portfolio
-
Envestnet Asset Management Inc7.65MShares$186 Million0.06% of portfolio