Revisor Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Revisor Wealth Management LLC

$108 Billion
Q4 2024

A detailed history of Revisor Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Revisor Wealth Management LLC holds 16,297 shares of SCHO stock, worth $395,202. This represents 0.36% of its overall portfolio holdings.

Number of Shares

16,297

Previous 8,322 95.83%

Holding current value

$395,202

Previous $408 Million 3.77%

% of portfolio

0.36%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 19, 2025	BUY	$24.06 - $48.88 $191,878 - $389,818	7,975 Added 95.83%	16,297 $392 Million
Q3 2024 Nov 08, 2024	SELL	$47.93 - $49.06 $25,450 - $26,050	-531 Reduced 6.0%	8,322 $408 Million
Q2 2024 Aug 09, 2024	SELL	$47.75 - $48.13 $171,565 - $172,931	-3,593 Reduced 28.87%	8,853 $426 Million
Q1 2024 Apr 22, 2024	BUY	$48.05 - $48.63 $185,905 - $188,149	3,869 Added 45.11%	12,446 $602 Million
Q4 2023 Jan 10, 2024	SELL	$47.66 - $48.45 $11,819 - $12,015	-248 Reduced 2.81%	8,577 $416 Million
Q3 2023 Nov 16, 2023	BUY	$47.78 - $48.2 $421,658 - $425,365	8,825 New	8,825 $423 Million
Q2 2023 Nov 20, 2023	SELL	$48.06 - $48.89 $11,149 - $11,342	-232 Reduced 3.81%	5,859 $282 Million
Q1 2023 Nov 20, 2023	SELL	$47.8 - $49.0 $130,685 - $133,966	-2,734 Reduced 30.98%	6,091 $297 Million

Others Institutions Holding SCHO

# of Institutions

663

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Revisor Wealth Management LLC Schwab Short Term Us Treasury Transaction History