Worth Pointe, LLC Schwab Short Term Us Treasury Transaction History

Worth Pointe, LLC

  • $357 Million
  • Q4 2025

A detailed history of Worth Pointe, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Worth Pointe, LLC holds 140,175 shares of SCHO stock, worth $3.41 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
140,175
Previous 9,252 1415.08%
Holding current value
$3.41 Million
Previous $225,000 1416.89%
% of portfolio
0.96%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$24.31 - $24.46 $3.18 Million - $3.2 Million
130,923 Added 1415.08%
140,175 $3.41 Million
Q3 2025

Oct 17, 2025
SELL
$24.23 - $24.42 $13,738 - $13,846
-567 Reduced 5.77%
9,252 $225,000
Q2 2025

Aug 05, 2025
BUY
$24.19 - $24.45 $1,499 - $1,515
62 Added 0.64%
9,819 $239,000
Q1 2025

May 06, 2025
BUY
$24.1 - $24.34 $235,143 - $237,485
9,757 New
9,757 $237,000

Others Institutions Holding SCHO

# of Institutions
707
Shares Held
327M
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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