David Wealth Management LLC Schwab Short Term Us Treasury Transaction History

David Wealth Management LLC

  • $134 Billion
  • Q2 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 17,418 shares of SCHO stock, worth $423,257. This represents 0.32% of its overall portfolio holdings.

Number of Shares
17,418
Previous 8,274 110.51%
Holding current value
$423,257
Previous $201 Million 110.86%
% of portfolio
0.32%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$24.19 - $24.45 $221,193 - $223,570
9,144 Added 110.51%
17,418 $425 Million
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
701
Shares Held
311M
Call Options Held
104K
Put Options Held
38.4K
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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