Core Wealth Partners LLC Schwab Short Term Us Treasury Transaction History

Core Wealth Partners LLC

  • $165 Billion
  • Q3 2024

A detailed history of Core Wealth Partners LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Core Wealth Partners LLC holds 10,737 shares of SCHO stock, worth $258,654. This represents 0.32% of its overall portfolio holdings.

Number of Shares
10,737
Previous 12,114 11.37%
Holding current value
$258,654
Previous $583 Million 9.81%
% of portfolio
0.32%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$47.93 - $49.06 $65,999 - $67,555
-1,377 Reduced 11.37%
10,737 $526 Million
Q2 2024

Aug 13, 2024
BUY
$47.75 - $48.13 $3,438 - $3,465
72 Added 0.6%
12,114 $583 Million
Q1 2024

Apr 19, 2024
BUY
$48.05 - $48.63 $151,117 - $152,941
3,145 Added 35.35%
12,042 $581 Million
Q4 2023

Feb 07, 2024
BUY
$47.66 - $48.45 $424,031 - $431,059
8,897 New
8,897 $431 Million

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email