Innovative Wealth Building LLC Schwab Short Term Us Treasury Transaction History

Innovative Wealth Building LLC

  • $109 Billion
  • Q1 2025

A detailed history of Innovative Wealth Building LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Innovative Wealth Building LLC holds 116,287 shares of SCHO stock, worth $2.82 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
116,287
Previous 130,964 11.21%
Holding current value
$2.82 Million
Previous $3.15 Billion 10.17%
% of portfolio
2.61%
Previous 2.85%

Shares

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

Apr 25, 2025
SELL
$24.1 - $24.34 $353,715 - $357,238
-14,677 Reduced 11.21%
116,287 $2.83 Billion
Q4 2024

Apr 24, 2025
BUY
$24.06 - $48.88 $3.15 Million - $6.4 Million
130,964 New
130,964 $3.15 Billion

Others Institutions Holding SCHO

# of Institutions
691
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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