Wealthspire Advisors, LLC Schwab Short Term Us Treasury Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

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 57,532 shares of SCHO stock, worth $1.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

57,532

Previous 27,835 106.69%

Holding current value

$1.39 Million

Previous $1.36 Million 1.54%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

663

Shares Held

343M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Schwab Short Term Us Treasury Transaction History