Evermay Wealth Management LLC Schwab Short Term Us Treasury Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 2024
A detailed history of Evermay Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Evermay Wealth Management LLC holds 32,157 shares of SCHO stock, worth $1.58 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
32,157
Previous 761,457
95.78%
Holding current value
$1.58 Million
Previous $36.7 Million
95.79%
% of portfolio
0.25%
Previous 5.56%
Shares
17 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