Dakota Wealth Management Schwab Short Term Us Treasury Transaction History

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024

A detailed history of Dakota Wealth Management transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Dakota Wealth Management holds 183,566 shares of SCHO stock, worth $4.42 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
183,566
Previous 200,013 8.22%
Holding current value
$4.42 Million
Previous $9.63 Million 6.6%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Oct 23, 2024
SELL
$47.93 - $49.06 $788,304 - $806,889
-16,447 Reduced 8.22%
183,566 $8.99 Million
Q2 2024

Jul 19, 2024
SELL
$47.75 - $48.13 $169,417 - $170,765
-3,548 Reduced 1.74%
200,013 $9.63 Million
Q1 2024

Apr 24, 2024
BUY
$48.05 - $48.63 $2.63 Million - $2.66 Million
54,791 Added 36.83%
203,561 $9.81 Million
Q4 2023

Jan 30, 2024
BUY
$47.66 - $48.45 $1.29 Million - $1.31 Million
27,126 Added 22.3%
148,770 $7.21 Million
Q3 2023

Oct 23, 2023
BUY
$47.78 - $48.2 $5.81 Million - $5.86 Million
121,644 New
121,644 $5.83 Million

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
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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