Creative One Wealth, LLC Schwab Short Term Us Treasury Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
A detailed history of Creative One Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Creative One Wealth, LLC holds 130,658 shares of SCHO stock, worth $6.29 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
130,658
Previous 128,262
1.87%
Holding current value
$6.29 Million
Previous $6.21 Million
1.37%
% of portfolio
0.25%
Previous 0.4%
Shares
26 transactions
Others Institutions Holding SCHO
# of Institutions
614Shares Held
169MCall Options Held
13.7KPut Options Held
20.1K-
Bank Of America Corp Charlotte, NC74.6MShares$3.59 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.5MShares$555 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY9.26MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.45MShares$359 Million0.54% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.15MShares$152 Million0.04% of portfolio