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

Td Private Client Wealth LLC

$4.07 Trillion
Q2 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 5,681 shares of SCHO stock, worth $138,389. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,681

Previous 5,729 0.84%

Holding current value

$138,389

Previous $139 Million 0.67%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$24.19 - $24.45 $1,161 - $1,173	-48 Reduced 0.84%	5,681 $139 Million
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

709

Shares Held

318M

Call Options Held

98.6K

Put Options Held

70.3K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Account

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