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

Wagner Wealth Management, LLC

  • $311 Million
  • Q1 2025

A detailed history of Wagner Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 1,103 shares of SCHO stock, worth $26,858. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,103
Previous 911 21.08%
Holding current value
$26,858
Previous $21,000 23.81%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$24.1 - $24.34 $4,627 - $4,673
192 Added 21.08%
1,103 $26,000
Q4 2024

Jan 28, 2025
BUY
$24.06 - $48.88 $13,786 - $28,008
573 Added 169.53%
911 $21,000
Q3 2024

Oct 10, 2024
BUY
$47.93 - $49.06 $2,108 - $2,158
44 Added 14.97%
338 $16,000
Q2 2024

Jul 18, 2024
BUY
$47.75 - $48.13 $1,766 - $1,780
37 Added 14.4%
294 $14,000
Q1 2024

Apr 23, 2024
SELL
$48.05 - $48.63 $28,301 - $28,643
-589 Reduced 69.62%
257 $12,000
Q4 2023

Jan 19, 2024
BUY
$47.66 - $48.45 $2,144 - $2,180
45 Added 5.62%
846 $40,000
Q3 2023

Oct 18, 2023
BUY
$47.78 - $48.2 $4,252 - $4,289
89 Added 12.5%
801 $38,000
Q2 2023

Jul 28, 2023
BUY
$48.06 - $48.89 $2,210 - $2,248
46 Added 6.91%
712 $34,000
Q1 2023

May 17, 2023
BUY
$47.8 - $49.0 $908 - $931
19 Added 2.94%
666 $32,000
Q4 2022

Feb 14, 2023
BUY
$47.89 - $48.47 $30,984 - $31,360
647 New
647 $31,000
Q1 2021

May 17, 2021
SELL
$51.27 - $51.41 $30,762 - $30,845
-600 Closed
0 $0
Q4 2020

Feb 09, 2021
BUY
$51.37 - $51.48 $30,822 - $30,887
600 New
600 $31,000

Others Institutions Holding SCHO

# of Institutions
685
Shares Held
351M
Call Options Held
56.5K
Put Options Held
44.6K
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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