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

Western Wealth Management, LLC

  • $1.8 Billion
  • Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Western Wealth Management, LLC holds 29,729 shares of SCHO stock, worth $723,901. This represents 0.04% of its overall portfolio holdings.

Number of Shares
29,729
Previous 24,902 19.38%
Holding current value
$723,901
Previous $607,000 19.44%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 05, 2025
BUY
$24.23 - $24.42 $116,958 - $117,875
4,827 Added 19.38%
29,729 $725,000
Q2 2025

Aug 08, 2025
SELL
$24.19 - $24.45 $6,603 - $6,674
-273 Reduced 1.08%
24,902 $607,000
Q1 2025

Apr 23, 2025
SELL
$24.1 - $24.34 $2,892 - $2,920
-120 Reduced 0.47%
25,175 $612,000
Q4 2024

Apr 15, 2025
BUY
$24.06 - $48.88 $205,472 - $417,435
8,540 Added 50.97%
25,295 $608,000
Q4 2024

Feb 18, 2025
SELL
$24.06 - $48.88 $180,257 - $366,208
-7,492 Reduced 30.9%
16,755 $403,000
Q3 2024

Nov 12, 2024
BUY
$47.93 - $49.06 $620,310 - $634,934
12,942 Added 114.48%
24,247 $1.19 Million
Q2 2024

Jul 19, 2024
BUY
$47.75 - $48.13 $53,623 - $54,049
1,123 Added 11.03%
11,305 $544,000
Q1 2024

May 02, 2024
SELL
$48.05 - $48.63 $771,106 - $780,414
-16,048 Reduced 61.18%
10,182 $490,000
Q4 2023

Jan 31, 2024
BUY
$47.66 - $48.45 $510,915 - $519,384
10,720 Added 69.12%
26,230 $1.27 Million
Q3 2023

Nov 07, 2023
BUY
$47.78 - $48.2 $111,279 - $112,257
2,329 Added 17.67%
15,510 $742,000
Q2 2023

Aug 30, 2023
BUY
$48.06 - $48.89 $243,664 - $247,872
5,070 Added 62.51%
13,181 $633,000
Q1 2023

Aug 30, 2023
BUY
$47.8 - $49.0 $387,705 - $397,439
8,111 New
8,111 $395,000
Q3 2022

Nov 04, 2022
SELL
$48.15 - $49.37 $13,385 - $13,724
-278 Reduced 3.71%
7,214 $348,000
Q2 2022

Jul 18, 2022
SELL
$48.73 - $49.59 $9,648 - $9,818
-198 Reduced 2.57%
7,492 $367,000
Q1 2022

May 10, 2022
BUY
$49.47 - $50.82 $380,424 - $390,805
7,690 New
7,690 $381,000
Q2 2020

Jul 20, 2020
SELL
$51.53 - $51.71 $213,437 - $214,182
-4,142 Closed
0 $0
Q1 2020

Apr 27, 2020
SELL
$50.48 - $51.73 $6,814 - $6,983
-135 Reduced 3.16%
4,142 $214,000
Q4 2019

Feb 10, 2020
SELL
$50.38 - $50.71 $15,114 - $15,213
-300 Reduced 6.55%
4,277 $216,000
Q4 2018

Feb 15, 2019
BUY
N/A
4,577 New
4,577 $228,000

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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