Barnes Dennig Private Wealth Management LLC Schwab Short Term Us Treasury Transaction History
Barnes Dennig Private Wealth Management LLC
- $99.6 Billion
- Q4 2025
A detailed history of Barnes Dennig Private Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Barnes Dennig Private Wealth Management LLC holds 49,183 shares of SCHO stock, worth $1.2 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
49,183
Previous 43,163
13.95%
Holding current value
$1.2 Million
Previous $1.05 Billion
13.81%
% of portfolio
1.2%
Previous 1.13%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
704Shares Held
325MCall 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