My Legacy Advisors, LLC Schwab Short Term Us Treasury Transaction History

My Legacy Advisors, LLC

$275 Million
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	SELL	N/A	-6,846 Reduced 57.97%	4,964 $238,000
Q2 2022 Jul 12, 2022	SELL	N/A	-8,357 Reduced 41.44%	11,810 $580,000
Q1 2022 Apr 07, 2022	BUY	N/A	20,167 New	20,167 $999,000

Others Institutions Holding SCHO

# of Institutions

614

Shares Held

169M

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

$555 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

9.26M
Shares

$446 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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