West Coast Financial LLC Schwab Short Term Us Treasury Transaction History
West Coast Financial LLC
- $844 Million
- Q2 2024
A detailed history of West Coast Financial LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, West Coast Financial LLC holds 785,835 shares of SCHO stock, worth $38.3 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
785,835
Previous 637,814
23.21%
Holding current value
$38.3 Million
Previous $30.7 Million
23.0%
% of portfolio
4.48%
Previous 3.73%
Shares
25 transactions
Others Institutions Holding SCHO
# of Institutions
607Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$3.68 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$519 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$443 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$371 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$156 Million0.05% of portfolio