Viawealth, LLC Schwab Short Term Us Treasury Transaction History

Viawealth, LLC

  • $161 Billion
  • Q2 2024

A detailed history of Viawealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Viawealth, LLC holds 11,510 shares of SCHO stock, worth $564,565. This represents 0.34% of its overall portfolio holdings.

Number of Shares
11,510
Previous 7,910 45.51%
Holding current value
$564,565
Previous $381 Million 45.27%
% of portfolio
0.34%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$47.75 - $48.13 $171,900 - $173,268
3,600 Added 45.51%
11,510 $554 Million
Q1 2024

May 10, 2024
SELL
$48.05 - $48.63 $19,075 - $19,306
-397 Reduced 4.78%
7,910 $381 Million
Q4 2023

Feb 12, 2024
SELL
$47.66 - $48.45 $25,021 - $25,436
-525 Reduced 5.94%
8,307 $402 Million
Q3 2023

Nov 13, 2023
SELL
$47.78 - $48.2 $19,112 - $19,280
-400 Reduced 4.33%
8,832 $423 Million
Q2 2023

Aug 10, 2023
BUY
$48.06 - $48.89 $443,689 - $451,352
9,232 New
9,232 $444 Million

Others Institutions Holding SCHO

# of Institutions
607
Shares Held
168M
Call Options Held
42K
Put Options Held
33.9K
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 Viawealth, LLC Portfolio

Follow Viawealth, 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 Viawealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Viawealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email