Simplicity Wealth,Llc Schwab Short Term Us Treasury Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Simplicity Wealth,Llc holds 32,959 shares of SCHO stock, worth $802,551. This represents 0.05% of its overall portfolio holdings.

Number of Shares
32,959
Holding current value
$802,551
% of portfolio
0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$24.23 - $24.42 $798,596 - $804,858
32,959 New
32,959 $804,000
Q2 2024

Jul 10, 2024
SELL
$47.75 - $48.13 $700,062 - $705,633
-14,661 Reduced 14.01%
89,974 $4.33 Million
Q1 2024

Apr 24, 2024
BUY
$48.05 - $48.63 $5.03 Million - $5.09 Million
104,635 New
104,635 $5.04 Million

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
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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