Td Private Client Wealth LLC Schwab Short Term Us Treasury Transaction History

Td Private Client Wealth LLC

$3.63 Trillion
Q1 2025

A detailed history of Td Private Client Wealth LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Td Private Client Wealth LLC holds 5,729 shares of SCHO stock, worth $139,329. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,729

Previous 776 638.27%

Holding current value

$139,329

Previous $18.7 Million 646.85%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$24.1 - $24.34 $119,367 - $120,556	4,953 Added 638.27%	5,729 $139 Million
Q4 2024 Feb 11, 2025	BUY	$24.06 - $48.88 $9,335 - $18,965	388 Added 100.0%	776 $18.7 Million
Q3 2024 Nov 18, 2024	SELL	$47.93 - $49.06 $2.02 Million - $2.07 Million	-42,182 Reduced 99.09%	388 $19 Million
Q2 2024 Aug 14, 2024	BUY	$47.75 - $48.13 $2.03 Million - $2.05 Million	42,570 New	42,570 $2.05 Billion
Q1 2024 Aug 16, 2024	BUY	$48.05 - $48.63 $67,606 - $68,422	1,407 Added 3.45%	42,201 $2.03 Billion
Q4 2023 Aug 16, 2024	BUY	$47.66 - $48.45 $42,608 - $43,314	894 Added 2.24%	40,794 $1.98 Billion
Q4 2022 Aug 16, 2024	SELL	$47.89 - $48.47 $56,366 - $57,049	-1,177 Reduced 2.87%	39,900 $1.92 Billion
Q3 2022 Aug 16, 2024	SELL	$48.15 - $49.37 $71,887 - $73,709	-1,493 Reduced 3.51%	41,077 $1.98 Billion

Others Institutions Holding SCHO

# of Institutions

693

Shares Held

307M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
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Td Private Client Wealth LLC Schwab Short Term Us Treasury Transaction History