Rda Financial Network Schwab Short Term Us Treasury Transaction History

Rda Financial Network

$287 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 10, 2023	BUY	$47.91 - $48.47 $202,850 - $205,221	4,234 New	4,234 $0
Q2 2022 Jul 13, 2022	SELL	N/A	-6,273 Reduced 46.22%	7,300 $359,000
Q1 2022 Apr 12, 2022	BUY	N/A	13,573 New	13,573 $672,000

Others Institutions Holding SCHO

# of Institutions

612

Shares Held

168M

Call Options Held

13.7K

Put Options Held

20.1K

Bank Of America Corp Charlotte, NC

74.6M
Shares

$3.59 Billion
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.5M
Shares

$554 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

9.26M
Shares

$445 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

7.45M
Shares

$359 Million
0.54% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.15M
Shares

$152 Million
0.04% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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