Cassady Schiller Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 130 shares of SCHO stock, worth $3,165. This represents 0.0% of its overall portfolio holdings.

Number of Shares
130
Previous 65 100.0%
Holding current value
$3,165
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$24.06 - $48.88 $1,563 - $3,177
65 Added 100.0%
130 $3,000
Q1 2024

May 13, 2024
BUY
$48.05 - $48.63 $3,123 - $3,160
65 New
65 $3,000

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
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