Pb Mares Wealth Management LLC Schwab Short Term Us Treasury Transaction History
Pb Mares Wealth Management LLC
- $380 Million
- Q1 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 5,619 shares of SCHO stock, worth $270,442. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,619
Previous 5,245
7.13%
Holding current value
$270,442
Previous $254,000
6.3%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SCHO
# of Institutions
614Shares Held
169MCall Options Held
13.7KPut Options Held
20.1K-
Bank Of America Corp Charlotte, NC74.6MShares$3.59 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.5MShares$555 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY9.26MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.45MShares$359 Million0.54% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.15MShares$152 Million0.04% of portfolio