Generation Capital Management LLC Schwab Short Term Us Treasury Transaction History
Generation Capital Management LLC
- $138 Billion
- Q3 2025
A detailed history of Generation Capital Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Generation Capital Management LLC holds 9,514 shares of SCHO stock, worth $231,665. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,514
Previous 9,514
-0.0%
Holding current value
$231,665
Previous $232 Million
0.08%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
705Shares Held
323MCall 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