Congress Wealth Management LLC Schwab Short Term Us Treasury Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 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 20,025 shares of SCHO stock, worth $484,004. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,025
Previous 19,872
0.77%
Holding current value
$484,004
Previous $956,000
2.51%
% of portfolio
0.01%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding SCHO
# of Institutions
619Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$1.82 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$257 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY8.71MShares$211 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio
-
Stifel Financial Corp St. Louis, MO2.87MShares$69.4 Million0.16% of portfolio