Savvy Advisors, Inc. Schwab Short Term Us Treasury Transaction History
Savvy Advisors, Inc.
- $2.99 Billion
- Q4 2025
A detailed history of Savvy Advisors, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Savvy Advisors, Inc. holds 50,751 shares of SCHO stock, worth $1.24 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
50,751
Previous 53,950
5.93%
Holding current value
$1.24 Million
Previous $1.32 Million
6.16%
% of portfolio
0.04%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding SCHO
# of Institutions
704Shares Held
325MCall 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