Polaris Wealth Advisory Group, LLC Schwab Short Term Us Treasury Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	N/A	-473 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	61 Added 14.81%	473 $23,000
Q1 2018 Apr 09, 2018	BUY	N/A	412 New	412 $21,000

Others Institutions Holding SCHO

# of Institutions

613

Shares Held

168M

Call Options Held

13.7K

Put Options Held

20.1K

Bank Of America Corp Charlotte, NC

74.6M
Shares

$3.58 Billion
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.5M
Shares

$553 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

9.26M
Shares

$444 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

7.45M
Shares

$358 Million
0.54% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.15M
Shares

$151 Million
0.04% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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