Peterson Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History
Peterson Wealth Advisors, LLC
- $445 Million
- Q2 2024
A detailed history of Peterson Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 157,893 shares of SCHO stock, worth $7.74 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
157,893
Previous 156,167
1.11%
Holding current value
$7.74 Million
Previous $7.53 Million
0.94%
% of portfolio
1.71%
Previous 1.7%
Shares
6 transactions
Others Institutions Holding SCHO
# of Institutions
607Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$3.7 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$521 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$373 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$156 Million0.05% of portfolio