Hoertkorn Richard Charles Schwab Short Term Us Treasury Transaction History
Hoertkorn Richard Charles
- $192 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
709Shares Held
314MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC119MShares$2.89 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY19.8MShares$481 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN19.4MShares$473 Million0.11% of portfolio
-
Sei Investments CO Oaks, PA17.6MShares$429 Million0.48% of portfolio
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Envestnet Asset Management Inc6.77MShares$165 Million0.05% of portfolio