Ropes Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	$50.39 - $50.59 $3,577 - $3,591	-71 Closed	0 $0
Q2 2019 Jul 31, 2019	BUY	N/A	71 New	71 $4,000

Others Institutions Holding SCHO

# of Institutions

622

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

Bank Of America Corp Charlotte, NC

78.2M
Shares

$1.89 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$295 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

8.71M
Shares

$211 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

8.65M
Shares

$210 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

7.75M
Shares

$188 Million
0.51% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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