Life Plan Financial, LLC Schwab Short Term Us Treasury Transaction History
Life Plan Financial, LLC
- $117 Billion
- Q3 2024
A detailed history of Life Plan Financial, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Life Plan Financial, LLC holds 22,248 shares of SCHO stock, worth $537,066. This represents 0.94% of its overall portfolio holdings.
Number of Shares
22,248
Previous 22,099
0.67%
Holding current value
$537,066
Previous $1.06 Billion
2.45%
% of portfolio
0.94%
Previous 0.98%
Shares
4 transactions
Others Institutions Holding SCHO
# of Institutions
617Shares 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$183 Million0.53% of portfolio
-
Stifel Financial Corp St. Louis, MO2.87MShares$69.3 Million0.16% of portfolio