Forza Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Forza Wealth Management, LLC holds 98,942 shares of SCHO stock, worth $2.38 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
98,942
Previous 98,943 0.0%
Holding current value
$2.38 Million
Previous $4.76 Billion 1.77%
% of portfolio
2.22%
Previous 2.46%

Shares

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

Oct 28, 2024
SELL
$47.93 - $49.06 $47 - $49
-1 Reduced -0.0%
98,942 $4.85 Billion
Q4 2022

Feb 06, 2023
BUY
$47.89 - $48.47 $4.74 Million - $4.8 Million
98,943 New
98,943 $4.77 Billion

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
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

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

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email