Spinnaker Investment Group, LLC Schwab Short Term Us Treasury Transaction History
Spinnaker Investment Group, LLC
- $405 Million
- Q4 2024
A detailed history of Spinnaker Investment Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 35,985 shares of SCHO stock, worth $876,594. This represents 0.21% of its overall portfolio holdings.
Number of Shares
35,985
Previous 6,690
437.89%
Holding current value
$876,594
Previous $327,000
164.53%
% of portfolio
0.21%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
681Shares Held
350MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.9 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$520 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$506 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$396 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$176 Million0.06% of portfolio