Evanson Asset Management, LLC Schwab Short Term Us Treasury Transaction History
Evanson Asset Management, LLC
- $1.38 Billion
- Q4 2024
A detailed history of Evanson Asset Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Evanson Asset Management, LLC holds 30,571 shares of SCHO stock, worth $743,792. This represents 0.05% of its overall portfolio holdings.
Number of Shares
30,571
Previous 15,103
102.42%
Holding current value
$743,792
Previous $739,000
0.54%
% of portfolio
0.05%
Previous 0.05%
Shares
24 transactions
Others Institutions Holding SCHO
# of Institutions
667Shares Held
345MCall 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$519 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$505 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$396 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio