U.S. Capital Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.44 Billion
- Q3 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 10,014 shares of SCHO stock, worth $243,840. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,014
Previous 11,233
10.85%
Holding current value
$243,840
Previous $273,000
10.62%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
705Shares Held
323MCall 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