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

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 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 6,117 shares of SCHO stock, worth $149,315. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,117
Previous 6,053 1.06%
Holding current value
$149,315
Previous $147 Million 1.22%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Aug 12, 2025
BUY
$24.19 - $24.45 $1,548 - $1,564
64 Added 1.06%
6,117 $149 Million
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
710
Shares Held
319M
Call Options Held
98.6K
Put Options Held
70.3K
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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