J.W. Cole Advisors, Inc. Schwab Short Term Us Treasury Transaction History
J.W. Cole Advisors, Inc.
- $1.95 Billion
- Q1 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 17,037 shares of SCHO stock, worth $819,990. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,037
Previous 19,708
13.55%
Holding current value
$819,990
Previous $954,000
13.94%
% of portfolio
0.04%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding SCHO
# of Institutions
614Shares Held
169MCall Options Held
13.7KPut Options Held
20.1K-
Bank Of America Corp Charlotte, NC74.6MShares$3.59 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.5MShares$555 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY9.26MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.45MShares$359 Million0.54% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.15MShares$152 Million0.04% of portfolio