Sky Oak Wealth, LLC Schwab Short Term Us Treasury Transaction History

Sky Oak Wealth, LLC

$445 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 10, 2020	SELL	$51.53 - $51.71 $349,579 - $350,800	-6,784 Closed	0 $0
Q1 2020 May 04, 2020	BUY	$50.48 - $51.73 $342,456 - $350,936	6,784 New	6,784 $351,000

Others Institutions Holding SCHO

# of Institutions

623

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

Bank Of America Corp Charlotte, NC

78.2M
Shares

$1.88 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$294 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

8.71M
Shares

$210 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

8.65M
Shares

$208 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

7.75M
Shares

$187 Million
0.51% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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