Morningstar Investment Services LLC Schwab Short Term Us Treasury Transaction History
Morningstar Investment Services LLC
- $9.09 Billion
- Q1 2024
A detailed history of Morningstar Investment Services LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Morningstar Investment Services LLC holds 40,800 shares of SCHO stock, worth $1.96 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
40,800
Previous 87,024
53.12%
Holding current value
$1.96 Million
Previous $4.22 Million
53.29%
% of portfolio
0.02%
Previous 0.02%
Shares
20 transactions
Others Institutions Holding SCHO
# of Institutions
614Shares 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$555 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY9.26MShares$446 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