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

Td Private Client Wealth LLC

$3.58 Trillion
Q4 2024

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 776 shares of SCHO stock, worth $18,918. This represents 0.0% of its overall portfolio holdings.

Number of Shares

776

Previous 388 100.0%

Holding current value

$18,918

Previous $19 Million 1.75%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

680

Shares Held

352M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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