Clearwater Capital Advisors, LLC Schwab Short Term Us Treasury Transaction History
Clearwater Capital Advisors, LLC
- $973 Million
- Q3 2024
A detailed history of Clearwater Capital Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 1,164,510 shares of SCHO stock, worth $28.1 Million. This represents 5.86% of its overall portfolio holdings.
Number of Shares
1,164,510
Previous 1,720,326
32.31%
Holding current value
$28.1 Million
Previous $82.8 Million
31.11%
% of portfolio
5.86%
Previous 9.24%
Shares
6 transactions
Others Institutions Holding SCHO
# of Institutions
625Shares Held
186MCall Options Held
74.3KPut Options Held
30.8K-
Bank Of America Corp Charlotte, NC78.2MShares$1.88 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$294 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY8.71MShares$210 Million0.03% of portfolio
-
Jane Street Group, LLC New York, NY8.65MShares$209 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio