Peterson Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History
Peterson Wealth Advisors, LLC
- $480 Million
- Q3 2024
A detailed history of Peterson Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 170,830 shares of SCHO stock, worth $4.11 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
170,830
Previous 157,893
8.19%
Holding current value
$4.11 Million
Previous $7.6 Million
10.11%
% of portfolio
1.74%
Previous 1.71%
Shares
7 transactions
Others Institutions Holding SCHO
# of Institutions
623Shares Held
184MCall 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 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY8.65MShares$208 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio