Gateway Wealth Partners, LLC Schwab Short Term Us Treasury Transaction History

Gateway Wealth Partners, LLC

  • $363 Billion
  • Q3 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 22,919 shares of SCHO stock, worth $552,118. This represents 0.31% of its overall portfolio holdings.

Number of Shares
22,919
Previous 26,911 14.83%
Holding current value
$552,118
Previous $1.3 Billion 13.33%
% of portfolio
0.31%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$47.93 - $49.06 $191,336 - $195,847
-3,992 Reduced 14.83%
22,919 $1.12 Billion
Q2 2024

Aug 16, 2024
BUY
$47.75 - $48.13 $1.05 Million - $1.06 Million
21,924 Added 439.62%
26,911 $1.3 Billion
Q1 2024

May 14, 2024
BUY
$48.05 - $48.63 $239,625 - $242,517
4,987 New
4,987 $240 Million
Q3 2023

Nov 14, 2023
BUY
$47.78 - $48.2 $222,320 - $224,274
4,653 New
4,653 $223 Million

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
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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