Congress Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 2024

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 19,653 shares of SCHO stock, worth $945,898. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,653
Previous 20,914 6.03%
Holding current value
$945,898
Previous $1.01 Million 6.52%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$47.91 - $48.47 $60,270 - $60,975
1,258 Added 4.82%
27,382 $1.32 Million
Q3 2022

Nov 08, 2022
SELL
N/A
-1,358 Reduced 4.94%
26,124 $1.26 Million
Q2 2022

Aug 11, 2022
BUY
N/A
1,646 Added 6.37%
27,482 $1.35 Million
Q1 2022

May 16, 2022
SELL
N/A
-10,127 Reduced 28.16%
25,836 $1.28 Million
Q4 2021

Feb 04, 2022
BUY
N/A
35,963 New
35,963 $1.83 Million

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
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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