Carolinas Wealth Consulting LLC Schwab Short Term Us Treasury Transaction History

Carolinas Wealth Consulting LLC

$535 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	N/A	-1 Reduced 2.44%	40 $2,000
Q3 2021 Nov 15, 2021	BUY	N/A	1 Added 2.5%	41 $2,000
Q4 2020 Feb 16, 2021	BUY	N/A	40 New	40 $2,000

Others Institutions Holding SCHO

# of Institutions

612

Shares Held

168M

Call Options Held

13.7K

Put Options Held

20.1K

Bank Of America Corp Charlotte, NC

74.6M
Shares

$3.59 Billion
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.5M
Shares

$554 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

9.26M
Shares

$445 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

7.45M
Shares

$359 Million
0.54% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.15M
Shares

$152 Million
0.04% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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