Vsm Wealth Advisory, LLC Schwab Short Term Us Treasury Transaction History

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 25,218 shares of SCHO stock, worth $614,058. This represents 0.19% of its overall portfolio holdings.

Number of Shares
25,218
Previous 26,347 4.29%
Holding current value
$614,058
Previous $642 Million 4.21%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Nov 12, 2025
SELL
$24.23 - $24.42 $27,355 - $27,570
-1,129 Reduced 4.29%
25,218 $615 Million
Q2 2025

Aug 11, 2025
SELL
$24.19 - $24.45 $41,243 - $41,687
-1,705 Reduced 6.08%
26,347 $642 Million
Q1 2025

May 05, 2025
SELL
$24.1 - $24.34 $80,036 - $80,833
-3,321 Reduced 10.59%
28,052 $683 Million
Q4 2024

Feb 10, 2025
BUY
$24.06 - $48.88 $754,834 - $1.53 Million
31,373 New
31,373 $755 Million

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
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