Selective Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History

Selective Wealth Management, Inc.

  • $240 Million
  • Q1 2025

A detailed history of Selective Wealth Management, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 19,000 shares of SCHO stock, worth $462,080. This represents 0.19% of its overall portfolio holdings.

Number of Shares
19,000
Holding current value
$462,080
% of portfolio
0.19%

Shares

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

Apr 14, 2025
BUY
$24.1 - $24.34 $457,900 - $462,460
19,000 New
19,000 $462,000
Q3 2022

Oct 21, 2022
SELL
$48.15 - $49.37 $8,907 - $9,133
-185 Reduced 4.34%
4,073 $197,000
Q2 2022

Jul 28, 2022
BUY
$48.73 - $49.59 $98,775 - $100,518
2,027 Added 90.86%
4,258 $209,000
Q1 2022

Apr 20, 2022
BUY
$49.47 - $50.82 $84,395 - $86,698
1,706 Added 324.95%
2,231 $111,000
Q1 2020

Apr 16, 2020
SELL
$50.48 - $51.73 $73,397 - $75,215
-1,454 Reduced 73.47%
525 $27,000
Q4 2019

Jan 10, 2020
SELL
$50.38 - $50.71 $19,648 - $19,776
-390 Reduced 16.46%
1,979 $100,000
Q3 2019

Oct 29, 2019
BUY
$50.39 - $50.59 $119,373 - $119,847
2,369 New
2,369 $120,000

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
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