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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.4 Billion
Q1 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

614

Shares Held

169M

Call Options Held

13.7K

Put Options Held

20.1K

Bank Of America Corp Charlotte, NC

74.6M
Shares

$3.59 Billion
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.5M
Shares

$555 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

9.26M
Shares

$446 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

7.45M
Shares

$359 Million
0.54% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.15M
Shares

$152 Million
0.04% of portfolio

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