Seven Post Investment Office LP Schwab Short Term Us Treasury Transaction History
Seven Post Investment Office LP
- $261 Million
- Q4 2024
A detailed history of Seven Post Investment Office LP transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Seven Post Investment Office LP holds 25,127 shares of SCHO stock, worth $609,329. This represents 0.23% of its overall portfolio holdings.
Number of Shares
25,127
Previous 12,536
100.44%
Holding current value
$609,329
Previous $614,000
1.63%
% of portfolio
0.23%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding SCHO
# of Institutions
665Shares Held
344MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.89 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$518 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$503 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$394 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio