Gateway Wealth Partners, LLC Schwab Short Term Us Treasury Transaction History

Gateway Wealth Partners, LLC

$741 Billion
Q3 2025

A detailed history of Gateway Wealth Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 29,875 shares of SCHO stock, worth $727,456. This represents 0.1% of its overall portfolio holdings.

Number of Shares

29,875

Previous 36,532 18.22%

Holding current value

$727,456

Previous $891 Million 18.15%

% of portfolio

0.1%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$24.23 - $24.42 $161,299 - $162,563	-6,657 Reduced 18.22%	29,875 $729 Million
Q2 2025 Aug 13, 2025	BUY	$24.19 - $24.45 $244,004 - $246,627	10,087 Added 38.14%	36,532 $891 Million
Q1 2025 Apr 30, 2025	BUY	$24.1 - $24.34 $62,274 - $62,894	2,584 Added 10.83%	26,445 $644 Million
Q4 2024 Jan 22, 2025	BUY	$24.06 - $48.88 $22,664 - $46,044	942 Added 4.11%	23,861 $574 Million
Q3 2024 Oct 24, 2024	SELL	$47.93 - $49.06 $191,336 - $195,847	-3,992 Reduced 14.83%	22,919 $1.12 Billion

Q2 2024 Aug 16, 2024	BUY	$47.75 - $48.13 $1.05 Million - $1.06 Million	21,924 Added 439.62%	26,911 $1.3 Billion
Q1 2024 May 14, 2024	BUY	$48.05 - $48.63 $239,625 - $242,517	4,987 New	4,987 $240 Million
Q3 2023 Nov 14, 2023	BUY	$47.78 - $48.2 $222,320 - $224,274	4,653 New	4,653 $223 Million

Others Institutions Holding SCHO

# of Institutions

703

Shares Held

324M

Call Options Held

Put Options Held

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

Gateway Wealth Partners, LLC Schwab Short Term Us Treasury Transaction History