Rockbridge Investment Management, Lcc Schwab Short Term Us Treasury Transaction History

Rockbridge Investment Management, Lcc

  • $845 Billion
  • Q1 2025

A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 11,365 shares of SCHO stock, worth $276,283. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,365
Previous 13,360 14.93%
Holding current value
$276,283
Previous $321 Million 13.94%
% of portfolio
0.03%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$24.1 - $24.34 $48,079 - $48,558
-1,995 Reduced 14.93%
11,365 $277 Million
Q4 2024

Feb 12, 2025
BUY
$24.06 - $48.88 $32,120 - $65,254
1,335 Added 11.1%
13,360 $321 Million
Q2 2024

Aug 14, 2024
BUY
$47.75 - $48.13 $13,943 - $14,053
292 Added 2.49%
12,025 $579 Million
Q1 2024

May 15, 2024
BUY
$48.05 - $48.63 $3,363 - $3,404
70 Added 0.6%
11,733 $566 Million
Q4 2023

Feb 14, 2024
SELL
$47.66 - $48.45 $1.12 Million - $1.14 Million
-23,542 Reduced 66.87%
11,663 $565 Million
Q3 2023

May 28, 2024
BUY
$47.78 - $48.2 $2,962 - $2,988
62 Added 0.58%
10,663 $510,000
Q2 2023

May 28, 2024
BUY
$48.06 - $48.89 $1,057 - $1,075
22 Added 0.21%
10,601 $509,000
Q1 2023

May 28, 2024
SELL
$47.8 - $49.0 $35,419 - $36,309
-741 Reduced 6.55%
10,579 $516,000
Q4 2022

May 28, 2024
SELL
$47.89 - $48.47 $4,166 - $4,216
-87 Reduced 0.76%
11,320 $546,000
Q3 2022

May 28, 2024
SELL
$48.15 - $49.37 $33,897 - $34,756
-704 Reduced 5.81%
11,407 $0
Q2 2022

May 28, 2024
SELL
$48.73 - $49.59 $1.11 Million - $1.13 Million
-22,743 Reduced 65.25%
12,111 $0
Q1 2022

May 28, 2024
BUY
$49.47 - $50.82 $1.14 Million - $1.18 Million
23,121 Added 197.06%
34,854 $0
Q4 2021

Feb 14, 2022
BUY
$50.83 - $51.21 $509,723 - $513,533
10,028 Added 39.83%
35,205 $1.79 Million
Q3 2021

Nov 12, 2021
SELL
$51.18 - $51.3 $7,267 - $7,284
-142 Reduced 0.56%
25,177 $0
Q2 2021

Aug 05, 2021
BUY
$51.19 - $51.33 $94,240 - $94,498
1,841 Added 7.84%
25,319 $1.3 Million
Q1 2021

May 20, 2021
BUY
$51.27 - $51.41 $261,989 - $262,705
5,110 Added 27.82%
23,478 $1.21 Million
Q4 2020

Mar 04, 2021
SELL
$51.37 - $51.48 $578,220 - $579,458
-11,256 Reduced 38.0%
18,368 $944,000
Q3 2020

Nov 03, 2020
SELL
$51.49 - $51.63 $79,655 - $79,871
-1,547 Reduced 4.96%
29,624 $1.53 Million
Q2 2020

Aug 20, 2020
BUY
$51.53 - $51.71 $1.61 Million - $1.61 Million
31,171 New
31,171 $1.61 Million

Others Institutions Holding SCHO

# of Institutions
702
Shares Held
314M
Call Options Held
104K
Put Options Held
38.4K
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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