Pensionmark Financial Group, LLC Schwab Short Term Us Treasury Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 346,995 shares of SCHO stock, worth $8.36 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
346,995
Previous 346,995
-0.0%
Holding current value
$8.36 Million
Previous $17 Million
-0.0%
% of portfolio
0.55%
Previous 0.09%
Shares
23 transactions
Others Institutions Holding SCHO
# of Institutions
623Shares Held
184MCall Options Held
74.3KPut Options Held
30.8K-
Bank Of America Corp Charlotte, NC78.2MShares$1.88 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$294 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY8.71MShares$210 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY8.65MShares$208 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio