Wbh Advisory Inc Schwab Short Term Us Treasury Transaction History
Wbh Advisory Inc
- $980 Million
- Q2 2024
A detailed history of Wbh Advisory Inc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wbh Advisory Inc holds 67,037 shares of SCHO stock, worth $3.29 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
67,037
Previous 70,879
5.42%
Holding current value
$3.29 Million
Previous $3.42 Million
5.59%
% of portfolio
0.33%
Previous 0.35%
Shares
17 transactions
Others Institutions Holding SCHO
# of Institutions
607Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$3.7 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$521 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$373 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$156 Million0.05% of portfolio