Dakota Wealth Management Schwab Short Term Us Treasury Transaction History

Dakota Wealth Management

$5.42 Billion
Q4 2025

A detailed history of Dakota Wealth Management transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Dakota Wealth Management holds 135,950 shares of SCHO stock, worth $3.31 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

135,950

Previous 93,795 44.94%

Holding current value

$3.31 Million

Previous $2.29 Million 44.67%

% of portfolio

0.06%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$24.31 - $24.46 $1.02 Million - $1.03 Million	42,155 Added 44.94%	135,950 $3.31 Million
Q3 2025 Nov 10, 2025	SELL	$24.23 - $24.42 $2.11 Million - $2.13 Million	-87,246 Reduced 48.19%	93,795 $2.29 Million
Q2 2025 Jul 16, 2025	SELL	$24.19 - $24.45 $3.25 Million - $3.29 Million	-134,370 Reduced 42.6%	181,041 $4.41 Million
Q1 2025 May 01, 2025	SELL	$24.1 - $24.34 $539,333 - $544,704	-22,379 Reduced 6.63%	315,411 $7.68 Million
Q4 2024 Jan 17, 2025	BUY	$24.06 - $48.88 $3.71 Million - $7.54 Million	154,224 Added 84.02%	337,790 $8.13 Million

Q3 2024 Oct 23, 2024	SELL	$47.93 - $49.06 $788,304 - $806,889	-16,447 Reduced 8.22%	183,566 $8.99 Million
Q2 2024 Jul 19, 2024	SELL	$47.75 - $48.13 $169,417 - $170,765	-3,548 Reduced 1.74%	200,013 $9.63 Million
Q1 2024 Apr 24, 2024	BUY	$48.05 - $48.63 $2.63 Million - $2.66 Million	54,791 Added 36.83%	203,561 $9.81 Million
Q4 2023 Jan 30, 2024	BUY	$47.66 - $48.45 $1.29 Million - $1.31 Million	27,126 Added 22.3%	148,770 $7.21 Million
Q3 2023 Oct 23, 2023	BUY	$47.78 - $48.2 $5.81 Million - $5.86 Million	121,644 New	121,644 $5.83 Million

Others Institutions Holding SCHO

# of Institutions

704

Shares Held

325M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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Dakota Wealth Management Schwab Short Term Us Treasury Transaction History