Sierra Capital LLC Schwab Short Term Us Treasury Transaction History

Sierra Capital LLC

$764 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	SELL	N/A	-2,438 Reduced 58.14%	1,755 $85,000
Q2 2022 Aug 04, 2022	SELL	N/A	-551 Reduced 11.61%	4,193 $206,000
Q4 2021 Feb 10, 2022	BUY	N/A	4,744 New	4,744 $241,000

Others Institutions Holding SCHO

# of Institutions

614

Shares Held

169M

Call Options Held

13.7K

Put Options Held

20.1K

Bank Of America Corp Charlotte, NC

74.6M
Shares

$3.59 Billion
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.5M
Shares

$555 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

9.26M
Shares

$446 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

7.45M
Shares

$359 Million
0.54% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.15M
Shares

$152 Million
0.04% of portfolio

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sierra Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sierra Capital LLC with notifications on news.