All Square Wealth Management LLC Schwab Short Term Us Treasury Transaction History
All Square Wealth Management LLC
- $176 Million
- Q2 2025
A detailed history of All Square Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, All Square Wealth Management LLC holds 3,091 shares of SCHO stock, worth $75,265. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,091
Previous 1,091
183.32%
Holding current value
$75,265
Previous $26,000
188.46%
% of portfolio
0.04%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHO
# of Institutions
706Shares 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