Fourth Dimension Wealth, LLC Schwab Short Term Us Treasury Transaction History

Fourth Dimension Wealth, LLC

  • $262 Billion
  • Q3 2025

A detailed history of Fourth Dimension Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 5,403 shares of SCHO stock, worth $131,563. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,403
Previous 5,837 7.44%
Holding current value
$131,563
Previous $142 Million 7.36%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$24.23 - $24.42 $10,515 - $10,598
-434 Reduced 7.44%
5,403 $132 Million
Q2 2025

Aug 05, 2025
SELL
$24.19 - $24.45 $61,321 - $61,980
-2,535 Reduced 30.28%
5,837 $142 Million
Q4 2024

Feb 18, 2025
BUY
$24.06 - $48.88 $201,430 - $409,223
8,372 New
8,372 $201 Million

Others Institutions Holding SCHO

# of Institutions
707
Shares Held
323M
Call Options Held
0
Put Options Held
0
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 Fourth Dimension Wealth, LLC Portfolio

Follow Fourth Dimension Wealth, 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 Fourth Dimension Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fourth Dimension Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email