Bragg Financial Advisors, Inc Schwab Short Term Us Treasury Transaction History
Bragg Financial Advisors, Inc
- $2.95 Billion
- Q3 2025
A detailed history of Bragg Financial Advisors, Inc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 18,763 shares of SCHO stock, worth $456,879. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,763
Previous 18,559
1.1%
Holding current value
$456,879
Previous $452,000
1.11%
% of portfolio
0.02%
Previous 0.02%
Shares
5 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