National Wealth Management Group, LLC Schwab Short Term Us Treasury Transaction History

National Wealth Management Group, LLC

$131 Billion
Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, National Wealth Management Group, LLC holds 90,567 shares of SCHO stock, worth $2.2 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares

90,567

Previous 91,857 1.4%

Holding current value

$2.2 Million

Previous $4.43 Billion 1.57%

% of portfolio

3.32%

Previous 3.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$47.75 - $48.13 $61,597 - $62,087	-1,290 Reduced 1.4%	90,567 $4.36 Billion
Q1 2024 May 17, 2024	BUY	$48.05 - $48.63 $3.24 Million - $3.28 Million	67,509 Added 277.27%	91,857 $4.43 Billion
Q4 2023 Feb 01, 2024	BUY	$47.66 - $48.45 $577,162 - $586,729	12,110 Added 98.95%	24,348 $1.18 Billion
Q3 2023 Nov 13, 2023	BUY	$47.78 - $48.2 $79,123 - $79,819	1,656 Added 15.65%	12,238 $586 Million
Q2 2023 Aug 09, 2023	BUY	$48.06 - $48.89 $49,694 - $50,552	1,034 Added 10.83%	10,582 $508 Million
Q1 2023 May 15, 2023	BUY	$47.8 - $49.0 $456,394 - $467,852	9,548 New	9,548 $465 Million

Others Institutions Holding SCHO

# of Institutions

609

Shares Held

170M

Call Options Held

42K

Put Options Held

33.9K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC Schwab Short Term Us Treasury Transaction History