Ledge Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 51,644 shares of SCHO stock, worth $1.26 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

51,644

Previous 49,891 3.51%

Holding current value

$1.26 Million

Previous $2.39 Million 4.73%

% of portfolio

0.97%

Previous 1.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$47.66 - $48.45 $83,547 - $84,932	1,753 Added 3.51%	51,644 $2.5 Million
Q3 2023 Oct 23, 2023	BUY	$47.78 - $48.2 $217,733 - $219,647	4,557 Added 10.05%	49,891 $2.39 Million
Q2 2023 Jul 11, 2023	BUY	$48.06 - $48.89 $13,841 - $14,080	288 Added 0.64%	45,334 $2.18 Million
Q1 2023 Apr 14, 2023	SELL	$47.8 - $49.0 $492,770 - $505,141	-10,309 Reduced 18.62%	45,046 $2.2 Million
Q4 2022 Feb 02, 2023	BUY	$47.89 - $48.47 $687,317 - $695,641	14,352 Added 35.0%	55,355 $2.67 Million

Q3 2022 Oct 18, 2022	SELL	$48.15 - $49.37 $1.04 Million - $1.07 Million	-21,587 Reduced 34.49%	41,003 $1.98 Million
Q2 2022 Jul 20, 2022	BUY	$48.73 - $49.59 $917,147 - $933,333	18,821 Added 43.0%	62,590 $3.08 Million
Q1 2022 May 10, 2022	BUY	$49.47 - $50.82 $2.17 Million - $2.22 Million	43,769 New	43,769 $2.17 Million

Others Institutions Holding SCHO

# of Institutions

707

Shares Held

323M

Call Options Held

Put Options Held

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ledge Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ledge Wealth Management, Inc. with notifications on news.

Account

Ledge Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History