National Wealth Management Group, LLC Schwab Short Term Us Treasury Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, National Wealth Management Group, LLC holds 90,567 shares of SCHO stock, worth $2.2 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
90,567
Previous 91,857
1.4%
Holding current value
$2.2 Million
Previous $4.43 Billion
1.57%
% of portfolio
3.32%
Previous 3.45%
Shares
6 transactions
Others Institutions Holding SCHO
# of Institutions
609Shares Held
170MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$1.83 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$258 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$221 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$185 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$77.5 Million0.05% of portfolio