Congress Wealth Management LLC Schwab Short Term Us Treasury Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Congress Wealth Management LLC holds 19,653 shares of SCHO stock, worth $942,557. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,653
Previous 20,914
6.03%
Holding current value
$942,557
Previous $1.01 Million
6.52%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding SCHO
# of Institutions
613Shares Held
168MCall Options Held
13.7KPut Options Held
20.1K-
Bank Of America Corp Charlotte, NC74.6MShares$3.58 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.5MShares$553 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY9.26MShares$444 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.45MShares$358 Million0.54% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.15MShares$151 Million0.04% of portfolio