Investment Planning Advisors, Inc. Schwab Short Term Us Treasury Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 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 $203,600. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,358
Previous 8,358
-0.0%
Holding current value
$203,600
Previous $203,000
-0.0%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
709Shares Held
318MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$562 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$523 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA17MShares$415 Million0.5% of portfolio
-
Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio