Perissos Private Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Perissos Private Wealth Management, LLC

  • $125 Billion
  • Q3 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 18,719 shares of SCHO stock, worth $450,940. This represents 0.74% of its overall portfolio holdings.

Number of Shares
18,719
Previous 9,137 104.87%
Holding current value
$450,940
Previous $440 Million 108.49%
% of portfolio
0.74%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$47.93 - $49.06 $459,265 - $470,092
9,582 Added 104.87%
18,719 $917 Million
Q2 2024

Aug 09, 2024
BUY
$47.75 - $48.13 $7,926 - $7,989
166 Added 1.85%
9,137 $440 Million
Q1 2024

May 14, 2024
BUY
$48.05 - $48.63 $431,056 - $436,259
8,971 New
8,971 $432 Million

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
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 Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, 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 Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email