Investment Planning Advisors, Inc. Schwab Short Term Us Treasury Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 8,358 shares of SCHO stock, worth $203,517. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,358Holding current value
$203,517% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
679Shares Held
352MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.9 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$520 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$506 Million0.04% of portfolio
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Sei Investments CO Oaks, PA16.3MShares$396 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$176 Million0.06% of portfolio