Congress Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Congress Wealth Management LLC holds 42,027 shares of SCHO stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
42,027
Previous 38,213 9.98%
Holding current value
$1.02 Million
Previous $930,000 10.11%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$24.19 - $24.45 $92,260 - $93,252
3,814 Added 9.98%
42,027 $1.02 Million
Q1 2025

May 14, 2025
SELL
$24.1 - $24.34 $88,519 - $89,400
-3,673 Reduced 8.77%
38,213 $930,000
Q4 2024

Feb 11, 2025
BUY
$24.06 - $48.88 $525,975 - $1.07 Million
21,861 Added 109.17%
41,886 $1.01 Million
Q3 2024

Nov 12, 2024
BUY
$47.93 - $49.06 $7,333 - $7,506
153 Added 0.77%
20,025 $980,000
Q2 2024

Aug 13, 2024
BUY
$47.75 - $48.13 $10,457 - $10,540
219 Added 1.11%
19,872 $956,000
Q1 2024

Apr 18, 2024
SELL
$48.05 - $48.63 $60,591 - $61,322
-1,261 Reduced 6.03%
19,653 $947,000
Q4 2023

Feb 09, 2024
SELL
$47.66 - $48.45 $109,379 - $111,192
-2,295 Reduced 9.89%
20,914 $1.01 Million
Q3 2023

Oct 30, 2023
SELL
$47.78 - $48.2 $174,349 - $175,881
-3,649 Reduced 13.59%
23,209 $1.11 Million
Q2 2023

Jul 13, 2023
SELL
$48.06 - $48.89 $23,116 - $23,516
-481 Reduced 1.76%
26,858 $1.29 Million
Q1 2023

Apr 14, 2023
SELL
$47.8 - $49.0 $2,055 - $2,107
-43 Reduced 0.16%
27,339 $1.33 Million
Q4 2022

Feb 02, 2023
BUY
$47.89 - $48.47 $60,245 - $60,975
1,258 Added 4.82%
27,382 $1.32 Million
Q3 2022

Nov 08, 2022
SELL
$48.15 - $49.37 $65,387 - $67,044
-1,358 Reduced 4.94%
26,124 $1.26 Million
Q2 2022

Aug 11, 2022
BUY
$48.73 - $49.59 $80,209 - $81,625
1,646 Added 6.37%
27,482 $1.35 Million
Q1 2022

May 16, 2022
SELL
$49.47 - $50.82 $500,982 - $514,654
-10,127 Reduced 28.16%
25,836 $1.28 Million
Q4 2021

Feb 04, 2022
BUY
$50.83 - $51.21 $1.83 Million - $1.84 Million
35,963 New
35,963 $1.83 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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