True Private Wealth Advisors Schwab Short Term Us Treasury Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 14, 2019	SELL	N/A	-10,714 Closed	0 $0
Q3 2018 Oct 18, 2018	SELL	N/A	-76 Reduced 0.7%	10,714 $0
Q2 2018 Jul 13, 2018	BUY	N/A	10,790 New	10,790 $536,000

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
0.03% 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

Ticker SCHO
Sector ETFs
Industry ETFs

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