Core Wealth Partners LLC Schwab Short Term Us Treasury Transaction History

Core Wealth Partners LLC

$197 Billion
Q2 2025

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 21,819 shares of SCHO stock, worth $532,601. This represents 0.27% of its overall portfolio holdings.

Number of Shares

21,819

Previous 21,703 0.53%

Holding current value

$532,601

Previous $528 Million 0.7%

% of portfolio

0.27%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$24.19 - $24.45 $2,806 - $2,836	116 Added 0.53%	21,819 $532 Million
Q1 2025 May 12, 2025	BUY	$24.1 - $24.34 $1,928 - $1,947	80 Added 0.37%	21,703 $528 Million
Q4 2024 Feb 11, 2025	BUY	$24.06 - $48.88 $261,917 - $532,107	10,886 Added 101.39%	21,623 $520 Million
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

708

Shares Held

320M

Call Options Held

98.6K

Put Options Held

70.3K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

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.

Account

Core Wealth Partners LLC Schwab Short Term Us Treasury Transaction History