Forza Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Forza Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Forza Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Forza Wealth Management, LLC holds 73,816 shares of SCHO stock, worth $1.79 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
73,816
Previous 98,942 25.39%
Holding current value
$1.79 Million
Previous $4.85 Billion 63.35%
% of portfolio
0.81%
Previous 2.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$24.06 - $48.88 $604,531 - $1.23 Million
-25,126 Reduced 25.39%
73,816 $1.78 Billion
Q3 2024

Oct 28, 2024
SELL
$47.93 - $49.06 $47 - $49
-1 Reduced -0.0%
98,942 $4.85 Billion
Q4 2022

Feb 06, 2023
BUY
$47.89 - $48.47 $4.74 Million - $4.8 Million
98,943 New
98,943 $4.77 Billion

Others Institutions Holding SCHO

# of Institutions
664
Shares Held
344M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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