Finer Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History

Finer Wealth Management, Inc.

$152 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	SELL	N/A	-1,324 Reduced 20.99%	4,983 $241,000
Q2 2022 Aug 10, 2022	SELL	N/A	-1,758 Reduced 21.8%	6,307 $310,000
Q4 2021 Jun 01, 2022	BUY	N/A	8,065 New	8,065 $410,000

Others Institutions Holding SCHO

# of Institutions

614

Shares Held

169M

Call Options Held

13.7K

Put Options Held

20.1K

Bank Of America Corp Charlotte, NC

74.6M
Shares

$3.59 Billion
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.5M
Shares

$555 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

9.26M
Shares

$446 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

7.45M
Shares

$359 Million
0.54% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.15M
Shares

$152 Million
0.04% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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