U.S. Capital Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.44 Billion
- Q3 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 10,014 shares of SCHO stock, worth $244,441. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,014
Previous 11,233
10.85%
Holding current value
$244,441
Previous $273,000
10.62%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
710Shares Held
319MCall 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
-
Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
-
Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio