Sequoia Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History
Sequoia Financial Advisors, LLC
- $11.6 Billion
- Q1 2025
A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 58,169 shares of SCHO stock, worth $1.42 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
58,169
Previous 34,768
67.31%
Holding current value
$1.42 Million
Previous $836,000
69.26%
% of portfolio
0.01%
Previous 0.01%
Shares
33 transactions
Others Institutions Holding SCHO
# of Institutions
686Shares Held
353MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.92 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$522 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$508 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$398 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.65MShares$187 Million0.06% of portfolio