Morningstar Investment Management LLC Schwab Short Term Us Treasury Transaction History
Morningstar Investment Management LLC
- $922 Million
- Q1 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 1,517,077 shares of SCHO stock, worth $73 Million. This represents 7.93% of its overall portfolio holdings.
Number of Shares
1,517,077
Previous 1,901,748
20.23%
Holding current value
$73 Million
Previous $92.1 Million
20.62%
% of portfolio
7.93%
Previous 10.59%
Shares
28 transactions
Others Institutions Holding SCHO
# of Institutions
613Shares Held
169MCall Options Held
13.7KPut Options Held
20.1K-
Bank Of America Corp Charlotte, NC74.6MShares$3.59 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.5MShares$554 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY9.26MShares$445 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.45MShares$359 Million0.54% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.15MShares$152 Million0.04% of portfolio