David Wealth Management LLC Schwab Short Term Us Treasury Transaction History

David Wealth Management LLC

  • $120 Billion
  • Q1 2025

A detailed history of David Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, David Wealth Management LLC holds 8,274 shares of SCHO stock, worth $201,471. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,274
Holding current value
$201,471
% of portfolio
0.17%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$24.1 - $24.34 $199,403 - $201,389
8,274 New
8,274 $201 Million

Others Institutions Holding SCHO

# of Institutions
683
Shares Held
351M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track David Wealth Management LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email