Golden State Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 631 shares of SCHO stock, worth $15,364. This represents 0.0% of its overall portfolio holdings.
Number of Shares
631
Previous 625
0.96%
Holding current value
$15,364
Previous $15.2 Million
1.11%
% of portfolio
0.0%
Previous 0.0%
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