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

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 2,056 shares of SCHO stock, worth $49,837. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,056
Previous 1,380 48.99%
Holding current value
$49,837
Previous $67,000 26.87%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
624
Shares Held
205M
Call Options Held
74.3K
Put Options Held
30.8K
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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