Marshall & Sterling Wealth Advisors Inc. Schwab Short Term Us Treasury Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 6,053 shares of SCHO stock, worth $147,208. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,053
Previous 6,010 0.72%
Holding current value
$147,208
Previous $145 Million 1.89%
% of portfolio
0.1%
Previous 0.1%

Shares

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

May 15, 2025
BUY
$24.1 - $24.34 $1,036 - $1,046
43 Added 0.72%
6,053 $147 Million
Q4 2024

Feb 14, 2025
BUY
$24.06 - $48.88 $144,600 - $293,768
6,010 New
6,010 $145 Million

Others Institutions Holding SCHO

# of Institutions
692
Shares Held
307M
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
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. 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 Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email