Vestwell Advisors, LLC Schwab Short Term Us Treasury Transaction History
Vestwell Advisors, LLC
- $222 Billion
- Q2 2025
A detailed history of Vestwell Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Vestwell Advisors, LLC holds 28,891 shares of SCHO stock, worth $703,784. This represents 0.32% of its overall portfolio holdings.
Number of Shares
28,891Holding current value
$703,784% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
710Shares Held
318MCall 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$562 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$523 Million0.04% of portfolio
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Sei Investments CO Oaks, PA17MShares$415 Million0.5% of portfolio
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Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio