Seven Post Investment Office LP Schwab Short Term Us Treasury Transaction History
Seven Post Investment Office LP
- $538 Million
- Q2 2024
A detailed history of Seven Post Investment Office LP transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Seven Post Investment Office LP holds 12,224 shares of SCHO stock, worth $599,587. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,224
Previous 12,203
0.17%
Holding current value
$599,587
Previous $588,000
-0.0%
% of portfolio
0.11%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding SCHO
# of Institutions
607Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$3.7 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$521 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$373 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$156 Million0.05% of portfolio