Balanced Rock Investment Advisor Schwab Short Term Us Treasury Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
A detailed history of Balanced Rock Investment Advisor transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 26,274 shares of SCHO stock, worth $1.28 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
26,274
Previous 24,821
5.85%
Holding current value
$1.28 Million
Previous $1.2 Billion
5.68%
% of portfolio
1.06%
Previous 1.02%
Shares
3 transactions
Others Institutions Holding SCHO
# of Institutions
606Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$3.66 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$517 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$442 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$369 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$155 Million0.05% of portfolio