Paradigm, Strategies In Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Paradigm, Strategies In Wealth Management, LLC

$145 Million
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 15, 2021	SELL	$51.18 - $51.3 $146,681 - $147,025	-2,866 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$51.19 - $51.33 $102 - $102	2 Added 0.07%	2,866 $147,000
Q1 2021 Apr 29, 2021	BUY	$51.27 - $51.41 $146,837 - $147,238	2,864 New	2,864 $147,000

Others Institutions Holding SCHO

# of Institutions

709

Shares Held

318M

Call Options Held

98.6K

Put Options Held

70.3K

Bank Of America Corp Charlotte, NC

109M
Shares

$2.66 Billion
0.2% of portfolio
Ameriprise Financial Inc Minneapolis, MN

23.1M
Shares

$563 Million
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

21.5M
Shares

$523 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

17M
Shares

$415 Million
0.5% of portfolio
Envestnet Asset Management Inc

8.05M
Shares

$196 Million
0.06% of portfolio

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About SCHWAB SHORT-TERM US TREASURY

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