Bright Futures Wealth Management, Llc. Schwab Short Term Us Treasury Transaction History
Bright Futures Wealth Management, Llc.
- $198 Million
- Q3 2024
A detailed history of Bright Futures Wealth Management, Llc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 35,825 shares of SCHO stock, worth $865,532. This represents 0.89% of its overall portfolio holdings.
Number of Shares
35,825
Previous 18,489
93.76%
Holding current value
$865,532
Previous $889,000
97.3%
% of portfolio
0.89%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding SCHO
# of Institutions
614Shares Held
170MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$1.82 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$257 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$219 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$184 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$77.1 Million0.05% of portfolio