Mission Wealth Management, LP Schwab Short Term Us Treasury Transaction History

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Mission Wealth Management, LP holds 97,117 shares of SCHO stock, worth $2.36 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
97,117
Previous 211,762 54.14%
Holding current value
$2.36 Million
Previous $5.16 Million 54.11%
% of portfolio
0.05%
Previous 0.11%

Shares

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

Nov 04, 2025
SELL
$24.23 - $24.42 $2.78 Million - $2.8 Million
-114,645 Reduced 54.14%
97,117 $2.37 Million
Q2 2025

Aug 05, 2025
BUY
$24.19 - $24.45 $5.12 Million - $5.18 Million
211,762 New
211,762 $5.16 Million

Others Institutions Holding SCHO

# of Institutions
702
Shares Held
324M
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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