Green Square Capital Advisors LLC Schwab Short Term Us Treasury Transaction History

Green Square Capital Advisors LLC

$3.65 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	SELL	N/A	-8,459 Closed	0 $0
Q2 2018 Aug 20, 2018	SELL	N/A	-289 Reduced 3.3%	8,459 $421,000
Q2 2017 Aug 14, 2017	BUY	N/A	8,748	8,748 $441,000

Others Institutions Holding SCHO

# of Institutions

612

Shares Held

168M

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

$554 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

9.26M
Shares

$445 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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