National Wealth Management Group, LLC Schwab Short Term Us Treasury Transaction History

National Wealth Management Group, LLC

  • $129 Billion
  • Q1 2024

A detailed history of National Wealth Management Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, National Wealth Management Group, LLC holds 91,857 shares of SCHO stock, worth $4.42 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
91,857
Previous 24,348 277.27%
Holding current value
$4.42 Million
Previous $1.18 Billion 275.4%
% of portfolio
3.45%
Previous 1.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 17, 2024
BUY
$48.05 - $48.63 $3.24 Million - $3.28 Million
67,509 Added 277.27%
91,857 $4.43 Billion
Q4 2023

Feb 01, 2024
BUY
$47.66 - $48.45 $577,162 - $586,729
12,110 Added 98.95%
24,348 $1.18 Billion
Q3 2023

Nov 13, 2023
BUY
$47.78 - $48.2 $79,123 - $79,819
1,656 Added 15.65%
12,238 $586 Million
Q2 2023

Aug 09, 2023
BUY
$48.06 - $48.89 $49,694 - $50,552
1,034 Added 10.83%
10,582 $508 Million
Q1 2023

May 15, 2023
BUY
$47.8 - $49.0 $456,394 - $467,852
9,548 New
9,548 $465 Million

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
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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