Ledge Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History
Ledge Wealth Management, Inc.
- $257 Million
- Q4 2023
A detailed history of Ledge Wealth Management, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 51,644 shares of SCHO stock, worth $1.25 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
51,644
Previous 49,891
3.51%
Holding current value
$1.25 Million
Previous $2.39 Million
4.73%
% of portfolio
0.97%
Previous 1.07%
Shares
8 transactions
Others Institutions Holding SCHO
# of Institutions
614Shares Held
170MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$1.82 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$257 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$219 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$184 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$77.1 Million0.05% of portfolio