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

National Wealth Management Group, LLC

$289 Billion
Q4 2025

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 109,934 shares of SCHO stock, worth $2.68 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

109,934

Previous 88,375 24.39%

Holding current value

$2.68 Million

Previous $2.16 Billion 24.24%

% of portfolio

0.93%

Previous 0.81%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$24.31 - $24.46 $524,099 - $527,333	21,559 Added 24.39%	109,934 $2.68 Billion
Q3 2025 Oct 31, 2025	BUY	$24.23 - $24.42 $342,515 - $345,201	14,136 Added 19.04%	88,375 $2.16 Billion
Q2 2025 Sep 25, 2025	BUY	$24.19 - $24.45 $152,904 - $154,548	6,321 Added 9.31%	74,239 $1.81 Billion
Q1 2025 May 15, 2025	BUY	$24.1 - $24.34 $303,370 - $306,391	12,588 Added 22.75%	67,918 $1.65 Billion
Q4 2024 Feb 12, 2025	SELL	$24.06 - $48.88 $1.01 Million - $2.05 Million	-41,995 Reduced 43.15%	55,330 $1.33 Billion

Q3 2024 Nov 13, 2024	BUY	$47.93 - $49.06 $323,910 - $331,547	6,758 Added 7.46%	97,325 $4.77 Billion
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

702

Shares Held

324M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

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