Dakota Wealth Management
Position in SCHO — Schwab Short-Term U.S. Treasury ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in SCHO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHO | $3,068,043 | 126,413 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 SCHO | $3,313,101 | 135,950 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 SCHO | $2,288,598 | 93,795 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SCHO | $4,413,779 | 181,041 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 SCHO | $7,677,103 | 315,411 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 SCHO | $8,127,227 | 337,790 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 SCHO | — | 183,566 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 SCHO | — | 200,013 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 SCHO | — | 203,561 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 SCHO | — | 148,770 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 SCHO | — | 121,644 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||