Buckingham Strategic Wealth, LLC Schwab Short Term Us Treasury Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 76,519 shares of SCHO stock, worth $3.75 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
76,519
Previous 76,077
0.58%
Holding current value
$3.75 Million
Previous $3.67 Million
0.41%
% of portfolio
0.04%
Previous 0.04%
Shares
27 transactions
Others Institutions Holding SCHO
# of Institutions
607Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$3.7 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$521 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$373 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$156 Million0.05% of portfolio