Vsm Wealth Advisory, LLC Schwab Short Term Us Treasury Transaction History

Vsm Wealth Advisory, LLC

  • $278 Billion
  • Q1 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 28,052 shares of SCHO stock, worth $680,261. This represents 0.25% of its overall portfolio holdings.

Number of Shares
28,052
Previous 31,373 10.59%
Holding current value
$680,261
Previous $755 Million 9.55%
% of portfolio
0.25%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$24.1 - $24.34 $80,036 - $80,833
-3,321 Reduced 10.59%
28,052 $683 Million
Q4 2024

Feb 10, 2025
BUY
$24.06 - $48.88 $754,834 - $1.53 Million
31,373 New
31,373 $755 Million

Others Institutions Holding SCHO

# of Institutions
690
Shares Held
306M
Call Options Held
104K
Put Options Held
38.4K
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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