Mc Adam, LLC Schwab Short Term Us Treasury Transaction History

Mc Adam, LLC

$1.55 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	N/A	4,289 New	4,289 $207,000
Q4 2018 Jan 30, 2019	SELL	N/A	-911 Closed	0 $0
Q2 2018 Aug 22, 2018	SELL	N/A	-32 Reduced 3.39%	911 $45,000
Q1 2018 Apr 24, 2018	BUY	N/A	943 New	943 $47,000

Others Institutions Holding SCHO

# of Institutions

612

Shares Held

168M

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

$554 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

9.26M
Shares

$445 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

About SCHWAB SHORT-TERM US TREASURY

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