Fourth Dimension Wealth, LLC Schwab Short Term Us Treasury Transaction History
Fourth Dimension Wealth, LLC
- $207 Billion
- Q1 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 8,372 shares of SCHO stock, worth $203,607. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,372
Previous 8,372
-0.0%
Holding current value
$203,607
Previous $201 Million
1.16%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
692Shares Held
307MCall Options Held
104KPut Options Held
38.4K-
Bank Of America Corp Charlotte, NC108MShares$2.63 Billion0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.8MShares$531 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$522 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.5MShares$402 Million0.54% of portfolio
-
Envestnet Asset Management Inc7.65MShares$186 Million0.06% of portfolio