Dakota Wealth Management Schwab Short Term Us Treasury Transaction History

Dakota Wealth Management

$4.2 Billion
Q1 2025

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 315,411 shares of SCHO stock, worth $7.66 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

315,411

Previous 337,790 6.63%

Holding current value

$7.66 Million

Previous $8.13 Million 5.54%

% of portfolio

0.18%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$24.1 - $24.34 $539,333 - $544,704	-22,379 Reduced 6.63%	315,411 $7.68 Million
Q4 2024 Jan 17, 2025	BUY	$24.06 - $48.88 $3.71 Million - $7.54 Million	154,224 Added 84.02%	337,790 $8.13 Million
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

691

Shares Held

306M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Dakota Wealth Management Schwab Short Term Us Treasury Transaction History