Spire Wealth Management Schwab Short Term Us Treasury Transaction History

Spire Wealth Management

$2.74 Billion
Q3 2025

A detailed history of Spire Wealth Management transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Spire Wealth Management holds 31 shares of SCHO stock, worth $754. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$754

% of portfolio

0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$24.23 - $24.42 $751 - $757	31 New	31 $0
Q4 2024 Jan 24, 2025	BUY	$24.06 - $48.88 $14,724 - $29,914	612 Added 100.0%	1,224 $29,000
Q2 2024 Jul 31, 2024	SELL	$47.75 - $48.13 $33,425 - $33,691	-700 Reduced 53.35%	612 $29,000
Q1 2024 Apr 24, 2024	BUY	$48.05 - $48.63 $9,513 - $9,628	198 Added 17.77%	1,312 $63,000
Q4 2023 Feb 06, 2024	BUY	$47.66 - $48.45 $7,291 - $7,412	153 Added 15.92%	1,114 $53,000

Q3 2023 Nov 08, 2023	BUY	$47.78 - $48.2 $16,627 - $16,773	348 Added 56.77%	961 $46,000
Q1 2023 May 09, 2023	BUY	$47.8 - $49.0 $19,024 - $19,502	398 Added 185.12%	613 $29,000
Q4 2022 Feb 03, 2023	BUY	$47.89 - $48.47 $10,296 - $10,421	215 New	215 $10,000
Q2 2022 Jul 22, 2022	BUY	$48.73 - $49.59 $1,705 - $1,735	35 New	35 $2,000
Q2 2021 Jul 26, 2021	SELL	$51.19 - $51.33 $2,559 - $2,566	-50 Closed	0 $0
Q1 2021 May 21, 2021	BUY	$51.27 - $51.41 $2,563 - $2,570	50 New	50 $3,000

Others Institutions Holding SCHO

# of Institutions

707

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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