Blake Schutter Theil Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $94.7 Billion
- Q4 2024
A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 37,480 shares of SCHO stock, worth $908,890. This represents 0.95% of its overall portfolio holdings.
Number of Shares
37,480
Previous 23,157
61.85%
Holding current value
$908,890
Previous $1.13 Billion
20.5%
% of portfolio
0.95%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
663Shares Held
344MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.89 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$518 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$503 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$394 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio