Balanced Rock Investment Advisor Schwab Short Term Us Treasury Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 2025
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 63,582 shares of SCHO stock, worth $1.55 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
63,582
Previous 63,368
0.34%
Holding current value
$1.55 Million
Previous $1.54 Billion
0.5%
% of portfolio
1.22%
Previous 1.23%
Shares
7 transactions
Others Institutions Holding SCHO
# of Institutions
710Shares Held
319MCall 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