Forza Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Forza Wealth Management, LLC

  • $261 Billion
  • Q3 2025

A detailed history of Forza Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Forza Wealth Management, LLC holds 15,398 shares of SCHO stock, worth $374,941. This represents 0.14% of its overall portfolio holdings.

Number of Shares
15,398
Previous 73,816 79.14%
Holding current value
$374,941
Previous $1.8 Billion 79.12%
% of portfolio
0.14%
Previous 0.74%

Shares

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

Oct 22, 2025
SELL
$24.23 - $24.42 $1.42 Million - $1.43 Million
-58,418 Reduced 79.14%
15,398 $376 Million
Q4 2024

Jan 13, 2025
SELL
$24.06 - $48.88 $604,531 - $1.23 Million
-25,126 Reduced 25.39%
73,816 $1.78 Billion
Q3 2024

Oct 28, 2024
SELL
$47.93 - $49.06 $47 - $49
-1 Reduced -0.0%
98,942 $4.85 Billion
Q4 2022

Feb 06, 2023
BUY
$47.89 - $48.47 $4.74 Million - $4.8 Million
98,943 New
98,943 $4.77 Billion

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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