Enclave Advisors LLC Schwab Short Term Us Treasury Transaction History

Enclave Advisors LLC

$706 Billion
Q4 2025

A detailed history of Enclave Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Enclave Advisors LLC holds 16,291 shares of SCHO stock, worth $396,685. This represents 0.06% of its overall portfolio holdings.

Number of Shares

16,291

Holding current value

$396,685

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 13, 2026	BUY	$24.31 - $24.46 $396,034 - $398,477	16,291 New	16,291 $397 Million

Others Institutions Holding SCHO

# of Institutions

702

Shares Held

324M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

119M
Shares

$2.89 Billion
0.2% of portfolio
Jpmorgan Chase & CO New York, NY

19.8M
Shares

$481 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

19.4M
Shares

$472 Million
0.11% of portfolio
Sei Investments CO Oaks, PA

17.6M
Shares

$428 Million
0.48% of portfolio
Envestnet Asset Management Inc

6.77M
Shares

$165 Million
0.05% of portfolio

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Enclave Advisors LLC Schwab Short Term Us Treasury Transaction History