Wealthspire Advisors, LLC Schwab Short Term Us Treasury Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 59,085 shares of SCHO stock, worth $1.44 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

59,085

Previous 55,472 6.51%

Holding current value

$1.44 Million

Previous $1.35 Million 6.58%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$24.23 - $24.42 $87,542 - $88,229	3,613 Added 6.51%	59,085 $1.44 Million
Q2 2025 Aug 11, 2025	SELL	$24.19 - $24.45 $24 - $24	-1 Reduced -0.0%	55,472 $1.35 Million
Q1 2025 May 09, 2025	SELL	$24.1 - $24.34 $49,621 - $50,116	-2,059 Reduced 3.58%	55,473 $1.35 Million
Q4 2024 Feb 03, 2025	BUY	$24.06 - $48.88 $714,509 - $1.45 Million	29,697 Added 106.69%	57,532 $1.38 Million
Q3 2024 Nov 13, 2024	SELL	$47.93 - $49.06 $175,711 - $179,853	-3,666 Reduced 11.64%	27,835 $1.36 Million

Q4 2023 Feb 06, 2024	BUY	$47.66 - $48.45 $168,144 - $170,931	3,528 Added 12.61%	31,501 $1.53 Million
Q3 2023 Nov 06, 2023	SELL	$47.78 - $48.2 $621 - $626	-13 Reduced 0.05%	27,973 $1.34 Million
Q4 2022 Feb 13, 2023	BUY	$47.89 - $48.47 $499,636 - $505,687	10,433 Added 59.44%	27,986 $1.35 Million
Q3 2022 Nov 14, 2022	BUY	$48.15 - $49.37 $89,896 - $92,173	1,867 Added 11.9%	17,553 $847,000
Q2 2022 Aug 09, 2022	BUY	$48.73 - $49.59 $764,378 - $777,868	15,686 New	15,686 $772,000

Others Institutions Holding SCHO

# of Institutions

705

Shares Held

323M

Call Options Held

Put Options Held

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Schwab Short Term Us Treasury Transaction History