United Advisor Group, LLC Schwab Short Term Us Treasury Transaction History
United Advisor Group, LLC
- $689 Million
- Q3 2025
A detailed history of United Advisor Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, United Advisor Group, LLC holds 55,943 shares of SCHO stock, worth $1.36 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
55,943
Previous 51,652
8.31%
Holding current value
$1.36 Million
Previous $1.26 Million
8.42%
% of portfolio
0.2%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
703Shares Held
324MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC119MShares$2.89 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY19.8MShares$481 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN19.4MShares$472 Million0.11% of portfolio
-
Sei Investments CO Oaks, PA17.6MShares$428 Million0.48% of portfolio
-
Envestnet Asset Management Inc6.77MShares$165 Million0.05% of portfolio