Core Wealth Partners LLC Schwab Short Term Us Treasury Transaction History

Core Wealth Partners LLC

  • $174 Billion
  • Q4 2024

A detailed history of Core Wealth Partners LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Core Wealth Partners LLC holds 21,623 shares of SCHO stock, worth $524,141. This represents 0.3% of its overall portfolio holdings.

Number of Shares
21,623
Previous 10,737 101.39%
Holding current value
$524,141
Previous $526 Million 1.08%
% of portfolio
0.3%
Previous 0.32%

Shares

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

Feb 11, 2025
BUY
$24.06 - $48.88 $261,917 - $532,107
10,886 Added 101.39%
21,623 $520 Million
Q3 2024

Nov 04, 2024
SELL
$47.93 - $49.06 $65,999 - $67,555
-1,377 Reduced 11.37%
10,737 $526 Million
Q2 2024

Aug 13, 2024
BUY
$47.75 - $48.13 $3,438 - $3,465
72 Added 0.6%
12,114 $583 Million
Q1 2024

Apr 19, 2024
BUY
$48.05 - $48.63 $151,117 - $152,941
3,145 Added 35.35%
12,042 $581 Million
Q4 2023

Feb 07, 2024
BUY
$47.66 - $48.45 $424,031 - $431,059
8,897 New
8,897 $431 Million

Others Institutions Holding SCHO

# of Institutions
664
Shares Held
344M
Call Options Held
56.5K
Put Options Held
44.6K
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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