Venturi Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Venturi Wealth Management, LLC

  • $1.96 Billion
  • Q3 2025

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$24.19 - $24.45 $57,596 - $58,215
2,381 Added 23.81%
12,381 $301,000
Q1 2025

May 06, 2025
BUY
$24.1 - $24.34 $191,450 - $193,356
7,944 Added 386.38%
10,000 $243,000
Q4 2024

Jan 31, 2025
BUY
$24.06 - $48.88 $16,264 - $33,042
676 Added 48.99%
2,056 $49,000
Q3 2024

Nov 04, 2024
BUY
$47.93 - $49.06 $66,143 - $67,702
1,380 New
1,380 $67,000

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
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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