Worth Pointe, LLC Schwab Short Term Us Treasury Transaction History

Worth Pointe, LLC

  • $259 Million
  • Q3 2025

A detailed history of Worth Pointe, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Worth Pointe, LLC holds 9,252 shares of SCHO stock, worth $225,286. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,252
Previous 9,819 5.77%
Holding current value
$225,286
Previous $239,000 5.86%
% of portfolio
0.09%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$24.23 - $24.42 $13,738 - $13,846
-567 Reduced 5.77%
9,252 $225,000
Q2 2025

Aug 05, 2025
BUY
$24.19 - $24.45 $1,499 - $1,515
62 Added 0.64%
9,819 $239,000
Q1 2025

May 06, 2025
BUY
$24.1 - $24.34 $235,143 - $237,485
9,757 New
9,757 $237,000

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
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 Worth Pointe, LLC Portfolio

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

News

Stay updated on Worth Pointe, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email