Loring Wolcott & Coolidge Fiduciary Advisors LLP Schwab Short Term Us Treasury Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 03, 2023	SELL	$47.78 - $48.2 $30,961 - $31,233	-648 Reduced 92.7%	51 $2,000
Q2 2023 Aug 01, 2023	BUY	$48.06 - $48.89 $33,593 - $34,174	699 New	699 $33,000

Others Institutions Holding SCHO

# of Institutions

620

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

Bank Of America Corp Charlotte, NC

78.2M
Shares

$1.89 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$295 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

8.71M
Shares

$211 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

8.65M
Shares

$209 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

7.75M
Shares

$187 Million
0.51% of portfolio

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About SCHWAB SHORT-TERM US TREASURY

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