One Ascent Family Office, LLC Schwab Short Term Us Treasury Transaction History
One Ascent Family Office, LLC
- $55.1 Million
- Q4 2024
A detailed history of One Ascent Family Office, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, One Ascent Family Office, LLC holds 179,776 shares of SCHO stock, worth $4.37 Million. This represents 7.85% of its overall portfolio holdings.
Number of Shares
179,776Holding current value
$4.37 Million% of portfolio
7.85%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
673Shares Held
351MCall 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
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Sei Investments CO Oaks, PA16.3MShares$396 Million0.52% of portfolio
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Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio