Captrust Financial Advisors Schwab Short Term Us Treasury Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
A detailed history of Captrust Financial Advisors transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Captrust Financial Advisors holds 211,359 shares of SCHO stock, worth $5.16 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
211,359
Previous 232,013
8.9%
Holding current value
$5.16 Million
Previous $5.65 Million
8.77%
% of portfolio
0.01%
Previous 0.01%
Shares
32 transactions
Others Institutions Holding SCHO
# of Institutions
710Shares Held
319MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
-
Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio