Retirement Capital Strategies Schwab Short Term Us Treasury Transaction History
Retirement Capital Strategies
- $250 Million
- Q1 2025
A detailed history of Retirement Capital Strategies transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Retirement Capital Strategies holds 20,695 shares of SCHO stock, worth $502,888. This represents 0.2% of its overall portfolio holdings.
Number of Shares
20,695
Previous 20,695
-0.0%
Holding current value
$502,888
Previous $497,000
1.21%
% of portfolio
0.2%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
700Shares Held
313MCall Options Held
104KPut Options Held
38.4K-
Bank Of America Corp Charlotte, NC108MShares$2.63 Billion0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.8MShares$531 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$522 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.5MShares$402 Million0.54% of portfolio
-
Envestnet Asset Management Inc7.65MShares$186 Million0.06% of portfolio