Vista Cima Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Vista Cima Wealth Management LLC

  • $120 Billion
  • Q3 2025

A detailed history of Vista Cima Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 42,889 shares of SCHO stock, worth $1.04 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
42,889
Previous 40,805 5.11%
Holding current value
$1.04 Million
Previous $995 Million 5.19%
% of portfolio
0.87%
Previous 0.93%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$24.23 - $24.42 $50,495 - $50,891
2,084 Added 5.11%
42,889 $1.05 Billion
Q2 2025

Aug 11, 2025
BUY
$24.19 - $24.45 $10,208 - $10,317
422 Added 1.04%
40,805 $995 Million
Q1 2025

May 28, 2025
SELL
$24.1 - $24.34 $3.85 Million - $3.89 Million
-159,617 Reduced 79.81%
40,383 $983 Million
Q1 2025

May 15, 2025
BUY
$24.1 - $24.34 $3.93 Million - $3.97 Million
162,938 Added 439.64%
200,000 $983 Million
Q4 2024

Feb 14, 2025
BUY
$24.06 - $48.88 $891,711 - $1.81 Million
37,062 New
37,062 $892 Million

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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