Great Waters Wealth Management Schwab Short Term Us Treasury Transaction History

Great Waters Wealth Management

$909 Billion
Q4 2025

A detailed history of Great Waters Wealth Management transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Great Waters Wealth Management holds 59,012 shares of SCHO stock, worth $1.44 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

59,012

Previous 53,815 9.66%

Holding current value

$1.44 Million

Previous $1.31 Billion 9.52%

% of portfolio

0.16%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$24.31 - $24.46 $126,339 - $127,118	5,197 Added 9.66%	59,012 $1.44 Billion
Q3 2025 Oct 14, 2025	BUY	$24.23 - $24.42 $28,470 - $28,693	1,175 Added 2.23%	53,815 $1.31 Billion
Q2 2025 Jul 11, 2025	SELL	$24.19 - $24.45 $38,365 - $38,777	-1,586 Reduced 2.92%	52,640 $1.28 Billion
Q1 2025 Apr 14, 2025	SELL	$24.1 - $24.34 $18,291 - $18,474	-759 Reduced 1.38%	54,226 $1.32 Billion
Q4 2024 Jan 16, 2025	BUY	$24.06 - $48.88 $631,863 - $1.28 Million	26,262 Added 91.43%	54,985 $1.32 Billion

Q3 2024 Oct 04, 2024	SELL	$47.93 - $49.06 $23,150 - $23,695	-483 Reduced 1.65%	28,723 $1.41 Billion
Q2 2024 Jul 08, 2024	SELL	$47.75 - $48.13 $98,842 - $99,629	-2,070 Reduced 6.62%	29,206 $1.41 Billion
Q1 2024 Apr 08, 2024	SELL	$48.05 - $48.63 $29,646 - $30,004	-617 Reduced 1.93%	31,276 $1.51 Billion
Q4 2023 Jan 19, 2024	SELL	$47.66 - $48.45 $275,665 - $280,234	-5,784 Reduced 15.35%	31,893 $1.54 Billion
Q3 2023 Oct 11, 2023	SELL	$47.78 - $48.2 $46,155 - $46,561	-966 Reduced 2.5%	37,677 $1.8 Billion
Q2 2023 Jul 07, 2023	SELL	$48.06 - $48.89 $115,824 - $117,824	-2,410 Reduced 5.87%	38,643 $1.86 Billion
Q1 2023 Apr 25, 2023	SELL	$47.8 - $49.0 $120,121 - $123,137	-2,513 Reduced 5.77%	41,053 $2 Billion
Q4 2022 Feb 03, 2023	BUY	$47.89 - $48.47 $2.09 Million - $2.11 Million	43,566 New	43,566 $2.12 Billion

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
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Great Waters Wealth Management Schwab Short Term Us Treasury Transaction History