Clear Investment Research, LLC Schwab Short Term Us Treasury Transaction History
Clear Investment Research, LLC
- $76.5 Million
- Q2 2024
A detailed history of Clear Investment Research, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Clear Investment Research, LLC holds 40,599 shares of SCHO stock, worth $1.99 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
40,599
Previous 33,049
22.84%
Holding current value
$1.99 Million
Previous $1.59 Million
22.66%
% of portfolio
2.55%
Previous 2.15%
Shares
8 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