Topel & Distasi Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Topel & Distasi Wealth Management, LLC

  • $226 Million
  • Q1 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 05, 2022
SELL
N/A
-140,664 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
N/A
2,794 Added 2.03%
140,664 $6.97 Million
Q4 2021

Feb 23, 2022
BUY
N/A
137,870 New
137,870 $7.01 Million

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email