Trevian Wealth Management LLC Schwab Short Term Us Treasury Transaction History
Trevian Wealth Management LLC
- $186 Million
- Q3 2025
A detailed history of Trevian Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Trevian Wealth Management LLC holds 39,081 shares of SCHO stock, worth $953,967. This represents 0.51% of its overall portfolio holdings.
Number of Shares
39,081Holding current value
$953,967% of portfolio
0.51%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
710Shares Held
320MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
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Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
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Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio