Morningstar Investment Management LLC Schwab Short Term Us Treasury Transaction History
Morningstar Investment Management LLC
- $1.27 Billion
- Q4 2024
A detailed history of Morningstar Investment Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Morningstar Investment Management LLC holds 1,890,735 shares of SCHO stock, worth $45.9 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
1,890,735
Previous 2,087,074
9.41%
Holding current value
$45.9 Million
Previous $50.7 Million
10.27%
% of portfolio
3.59%
Previous 5.02%
Shares
31 transactions
Others Institutions Holding SCHO
# of Institutions
665Shares Held
345MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.89 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$519 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$504 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$395 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio