A detailed history of Congress Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Congress Wealth Management LLC holds 20,025 shares of SCHO stock, worth $484,004. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,025
Previous 19,872 0.77%
Holding current value
$484,004
Previous $956,000 2.51%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$47.93 - $49.06 $7,333 - $7,506
153 Added 0.77%
20,025 $980,000
Q2 2024

Aug 13, 2024

BUY
$47.75 - $48.13 $10,457 - $10,540
219 Added 1.11%
19,872 $956,000
Q1 2024

Apr 18, 2024

SELL
$48.05 - $48.63 $60,591 - $61,322
-1,261 Reduced 6.03%
19,653 $947,000
Q4 2023

Feb 09, 2024

SELL
$47.66 - $48.45 $109,379 - $111,192
-2,295 Reduced 9.89%
20,914 $1.01 Million
Q3 2023

Oct 30, 2023

SELL
$47.78 - $48.2 $174,349 - $175,881
-3,649 Reduced 13.59%
23,209 $1.11 Million
Q2 2023

Jul 13, 2023

SELL
$48.06 - $48.89 $23,116 - $23,516
-481 Reduced 1.76%
26,858 $1.29 Million
Q1 2023

Apr 14, 2023

SELL
$47.8 - $49.0 $2,055 - $2,107
-43 Reduced 0.16%
27,339 $1.33 Million
Q4 2022

Feb 02, 2023

BUY
$47.89 - $48.47 $60,245 - $60,975
1,258 Added 4.82%
27,382 $1.32 Million
Q3 2022

Nov 08, 2022

SELL
$48.15 - $49.37 $65,387 - $67,044
-1,358 Reduced 4.94%
26,124 $1.26 Million
Q2 2022

Aug 11, 2022

BUY
$48.73 - $49.59 $80,209 - $81,625
1,646 Added 6.37%
27,482 $1.35 Million
Q1 2022

May 16, 2022

SELL
$49.47 - $50.82 $500,982 - $514,654
-10,127 Reduced 28.16%
25,836 $1.28 Million
Q4 2021

Feb 04, 2022

BUY
$50.83 - $51.21 $1.83 Million - $1.84 Million
35,963 New
35,963 $1.83 Million

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management 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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.