Centurion Wealth Management LLC Schwab Short Term Us Treasury Transaction History
Centurion Wealth Management LLC
- $457 Billion
- Q4 2025
A detailed history of Centurion Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Centurion Wealth Management LLC holds 61,500 shares of SCHO stock, worth $1.5 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
61,500
Previous 58,500
5.13%
Holding current value
$1.5 Million
Previous $1.43 Billion
5.0%
% of portfolio
0.33%
Previous 0.33%
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