Beacon Financial Advisory LLC Schwab Short Term Us Treasury Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 52,757 shares of SCHO stock, worth $1.27 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
52,757
Previous 26,586
98.44%
Holding current value
$1.27 Million
Previous $1.3 Million
2.53%
% of portfolio
0.45%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding SCHO
# of Institutions
623Shares Held
208MCall Options Held
74.3KPut Options Held
30.8K-
Bank Of America Corp Charlotte, NC78.2MShares$1.89 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$295 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY8.71MShares$211 Million0.03% of portfolio
-
Jane Street Group, LLC New York, NY8.65MShares$209 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio