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

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,078 shares of SCHO stock, worth $221,412. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,078

Previous 8,488 6.95%

Holding current value

$221,412

Previous $206,000 7.28%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$24.19 - $24.45 $14,272 - $14,425	590 Added 6.95%	9,078 $221,000
Q1 2025 May 15, 2025	BUY	$24.1 - $24.34 $1,373 - $1,387	57 Added 0.68%	8,488 $206,000
Q4 2024 Feb 14, 2025	BUY	$24.06 - $48.88 $83,151 - $168,929	3,456 Added 69.47%	8,431 $202,000
Q3 2024 Nov 14, 2024	BUY	$47.93 - $49.06 $19,747 - $20,212	412 Added 9.03%	4,975 $243,000
Q2 2024 Aug 14, 2024	BUY	$47.75 - $48.13 $525 - $529	11 Added 0.24%	4,563 $219,000
Q1 2024 May 15, 2024	SELL	$48.05 - $48.63 $12,781 - $12,935	-266 Reduced 5.52%	4,552 $219,000
Q4 2023 Feb 14, 2024	SELL	$47.66 - $48.45 $105,995 - $107,752	-2,224 Reduced 31.58%	4,818 $233,000
Q3 2023 Nov 14, 2023	SELL	$47.78 - $48.2 $144,391 - $145,660	-3,022 Reduced 30.03%	7,042 $337,000
Q2 2023 Aug 14, 2023	BUY	$48.06 - $48.89 $42,340 - $43,072	881 Added 9.59%	10,064 $483,000
Q1 2023 May 15, 2023	SELL	$47.8 - $49.0 $226,524 - $232,211	-4,739 Reduced 34.04%	9,183 $448,000
Q4 2022 Feb 14, 2023	BUY	$47.89 - $48.47 $254,774 - $257,860	5,320 Added 61.85%	13,922 $671,000
Q3 2022 Nov 22, 2022	BUY	$48.15 - $49.37 $126,393 - $129,596	2,625 Added 43.92%	8,602 $415,000
Q2 2022 Aug 15, 2022	BUY	$48.73 - $49.59 $9,161 - $9,322	188 Added 3.25%	5,977 $294,000
Q1 2022 May 16, 2022	SELL	$49.47 - $50.82 $7,074 - $7,267	-143 Reduced 2.41%	5,789 $287,000
Q4 2021 Feb 14, 2022	SELL	$50.83 - $51.21 $118,789 - $119,677	-2,337 Reduced 28.26%	5,932 $302,000
Q3 2021 Nov 15, 2021	SELL	$51.18 - $51.3 $87,415 - $87,620	-1,708 Reduced 17.12%	8,269 $423,000
Q2 2021 Aug 16, 2021	BUY	$51.19 - $51.33 $143,024 - $143,416	2,794 Added 38.9%	9,977 $511,000
Q1 2021 May 18, 2021	BUY	$51.27 - $51.41 $66,497 - $66,678	1,297 Added 22.04%	7,183 $369,000
Q4 2020 Feb 17, 2021	BUY	$51.37 - $51.48 $99,606 - $99,819	1,939 Added 49.13%	5,886 $302,000
Q2 2020 Aug 14, 2020	SELL	$51.53 - $51.71 $7,471 - $7,497	-145 Reduced 3.54%	3,947 $204,000
Q1 2020 May 13, 2020	SELL	$50.48 - $51.73 $4,492 - $4,603	-89 Reduced 2.13%	4,092 $212,000
Q3 2019 Nov 15, 2019	SELL	$50.39 - $50.59 $50 - $50	-1 Reduced 0.02%	4,181 $212,000
Q2 2019 Aug 12, 2019	BUY	N/A	59 Added 1.43%	4,182 $212,000
Q4 2018 Feb 15, 2019	SELL	N/A	-774 Reduced 15.81%	4,123 $206,000
Q3 2018 Nov 14, 2018	SELL	N/A	-3,340 Reduced 40.55%	4,897 $243,000
Q2 2018 Aug 13, 2018	BUY	N/A	8,237 New	8,237 $410,000

Others Institutions Holding SCHO

# of Institutions

709

Shares Held

318M

Call Options Held

98.6K

Put Options Held

70.3K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

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