Wealthspire Advisors, LLC Schwab Short Term Us Treasury Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 27,835 shares of SCHO stock, worth $670,545. This represents 0.01% of its overall portfolio holdings.

Number of Shares
27,835
Previous 31,501 11.64%
Holding current value
$670,545
Previous $1.52 Million 10.09%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$47.93 - $49.06 $175,711 - $179,853
-3,666 Reduced 11.64%
27,835 $1.36 Million
Q4 2023

Feb 06, 2024
BUY
$47.66 - $48.45 $168,144 - $170,931
3,528 Added 12.61%
31,501 $1.53 Million
Q3 2023

Nov 06, 2023
SELL
$47.78 - $48.2 $621 - $626
-13 Reduced 0.05%
27,973 $1.34 Million
Q4 2022

Feb 13, 2023
BUY
$47.89 - $48.47 $499,636 - $505,687
10,433 Added 59.44%
27,986 $1.35 Million
Q3 2022

Nov 14, 2022
BUY
$48.15 - $49.37 $89,896 - $92,173
1,867 Added 11.9%
17,553 $847,000
Q2 2022

Aug 09, 2022
BUY
$48.73 - $49.59 $764,378 - $777,868
15,686 New
15,686 $772,000

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
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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