Sequoia Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History
Sequoia Financial Advisors, LLC
- $7.97 Billion
- Q1 2024
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 30,907 shares of SCHO stock, worth $1.49 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
30,907
Previous 33,282
7.14%
Holding current value
$1.49 Million
Previous $1.61 Million
7.57%
% of portfolio
0.02%
Previous 0.02%
Shares
29 transactions
Others Institutions Holding SCHO
# of Institutions
614Shares Held
169MCall Options Held
13.7KPut Options Held
20.1K-
Bank Of America Corp Charlotte, NC74.6MShares$3.59 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.5MShares$555 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY9.26MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.45MShares$359 Million0.54% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.15MShares$152 Million0.04% of portfolio