Beverly Hills Private Wealth, LLC Schwab Short Term Us Treasury Transaction History
Beverly Hills Private Wealth, LLC
- $567 Billion
- Q3 2025
A detailed history of Beverly Hills Private Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 8,399 shares of SCHO stock, worth $204,515. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,399Holding current value
$204,515% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
705Shares Held
323MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC119MShares$2.89 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY19.8MShares$481 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN19.4MShares$472 Million0.11% of portfolio
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Sei Investments CO Oaks, PA17.6MShares$428 Million0.48% of portfolio
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Envestnet Asset Management Inc6.77MShares$165 Million0.05% of portfolio