Momentum Wealth Planning, LLC Schwab Short Term Us Treasury Transaction History
Momentum Wealth Planning, LLC
- $117 Billion
- Q2 2025
A detailed history of Momentum Wealth Planning, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Momentum Wealth Planning, LLC holds 269,821 shares of SCHO stock, worth $6.59 Million. This represents 5.6% of its overall portfolio holdings.
Number of Shares
269,821Holding current value
$6.59 Million% of portfolio
5.6%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
710Shares Held
319MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
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Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
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Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio