National Wealth Management Group, LLC Schwab Short Term Us Treasury Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
A detailed history of National Wealth Management Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, National Wealth Management Group, LLC holds 55,330 shares of SCHO stock, worth $1.35 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
55,330
Previous 97,325
43.15%
Holding current value
$1.35 Million
Previous $4.77 Billion
72.07%
% of portfolio
0.89%
Previous 3.23%
Shares
8 transactions
Others Institutions Holding SCHO
# of Institutions
665Shares Held
345MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.9 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$519 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$505 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$396 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio