Brandywine Oak Private Wealth LLC Schwab Short Term Us Treasury Transaction History
Brandywine Oak Private Wealth LLC
- $1.02 Billion
- Q4 2024
A detailed history of Brandywine Oak Private Wealth LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 1,391,700 shares of SCHO stock, worth $33.9 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
1,391,700
Previous 715,698
94.45%
Holding current value
$33.9 Million
Previous $35.1 Million
4.48%
% of portfolio
3.28%
Previous 3.4%
Shares
25 transactions
Others Institutions Holding SCHO
# of Institutions
668Shares Held
348MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.9 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$519 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$505 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$396 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio