Williams Financial, LLC Schwab Short Term Us Treasury Transaction History
Williams Financial, LLC
- $150 Million
- Q2 2024
A detailed history of Williams Financial, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Williams Financial, LLC holds 383,094 shares of SCHO stock, worth $18.8 Million. This represents 12.28% of its overall portfolio holdings.
Number of Shares
383,094
Previous 23,978,250
98.4%
Holding current value
$18.8 Million
Previous $1.15 Billion
98.4%
% of portfolio
12.28%
Previous 11.97%
Shares
5 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