Oakwell Private Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Oakwell Private Wealth Management, LLC
- $484 Million
- Q3 2025
A detailed history of Oakwell Private Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 336,282 shares of SCHO stock, worth $8.19 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
336,282Holding current value
$8.19 Million% of portfolio
1.7%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
707Shares Held
323MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC119MShares$2.89 Billion0.2% of portfolio
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Jpmorgan Chase & CO New York, NY19.8MShares$481 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN19.4MShares$472 Million0.11% of portfolio
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Sei Investments CO Oaks, PA17.6MShares$428 Million0.48% of portfolio
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Envestnet Asset Management Inc6.77MShares$165 Million0.05% of portfolio