Dbk Financial Counsel, LLC Schwab Short Term Us Treasury Transaction History
Dbk Financial Counsel, LLC
- $93.7 Million
- Q1 2024
A detailed history of Dbk Financial Counsel, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Dbk Financial Counsel, LLC holds 79,179 shares of SCHO stock, worth $3.81 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
79,179
Previous 108,295
26.89%
Holding current value
$3.81 Million
Previous $5.25 Million
27.24%
% of portfolio
4.07%
Previous 6.07%
Shares
10 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