Vista Cima Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Vista Cima Wealth Management LLC

  • $94 Billion
  • Q1 2025

A detailed history of Vista Cima Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 200,000 shares of SCHO stock, worth $4.86 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
200,000
Previous 37,062 439.64%
Holding current value
$4.86 Million
Previous $892 Million 10.23%
% of portfolio
1.05%
Previous 0.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 28, 2025
SELL
$24.1 - $24.34 $3.85 Million - $3.89 Million
-159,617 Reduced 79.81%
40,383 $983 Million
Q1 2025

May 15, 2025
BUY
$24.1 - $24.34 $3.93 Million - $3.97 Million
162,938 Added 439.64%
200,000 $983 Million
Q4 2024

Feb 14, 2025
BUY
$24.06 - $48.88 $891,711 - $1.81 Million
37,062 New
37,062 $892 Million

Others Institutions Holding SCHO

# of Institutions
694
Shares Held
307M
Call Options Held
104K
Put Options Held
38.4K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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