Worth Pointe, LLC Schwab Short Term Us Treasury Transaction History
Worth Pointe, LLC
- $259 Million
- Q3 2025
A detailed history of Worth Pointe, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Worth Pointe, LLC holds 9,252 shares of SCHO stock, worth $225,841. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,252
Previous 9,819
5.77%
Holding current value
$225,841
Previous $239,000
5.86%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHO
# of Institutions
712Shares 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