Rise Advisors, LLC Schwab Short Term Us Treasury Transaction History

Rise Advisors, LLC

$207 Million
Q3 2024

A detailed history of Rise Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Rise Advisors, LLC holds 309 shares of SCHO stock, worth $7,443. This represents 0.01% of its overall portfolio holdings.

Number of Shares

309

Holding current value

$7,443

% of portfolio

0.01%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$47.93 - $49.06 $14,810 - $15,159	309 New	309 $15,000
Q2 2022 Jul 28, 2022	BUY	$48.73 - $49.59 $18,955 - $19,290	389 New	389 $19,000

Others Institutions Holding SCHO

# of Institutions

623

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

Bank Of America Corp Charlotte, NC

78.2M
Shares

$1.88 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$294 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

8.71M
Shares

$210 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

8.65M
Shares

$208 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

7.75M
Shares

$187 Million
0.51% of portfolio

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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