Elmwood Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q4 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 48,038 shares of SCHO stock, worth $1.17 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
48,038
Previous 24,019
100.0%
Holding current value
$1.17 Million
Previous $1.18 Million
1.79%
% of portfolio
0.51%
Previous 0.53%
Shares
15 transactions
Others Institutions Holding SCHO
# of Institutions
685Shares Held
351MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.9 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$520 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$506 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$396 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$176 Million0.06% of portfolio