Ethos Financial Group, LLC Schwab Short Term Us Treasury Transaction History

Ethos Financial Group, LLC

$528 Million
Q3 2024

A detailed history of Ethos Financial Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ethos Financial Group, LLC holds 4,642 shares of SCHO stock, worth $112,429. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,642

Previous 8,619 46.14%

Holding current value

$112,429

Previous $415,000 45.3%

% of portfolio

0.04%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$47.93 - $49.06 $190,617 - $195,111	-3,977 Reduced 46.14%	4,642 $227,000
Q2 2024 Aug 12, 2024	BUY	$47.75 - $48.13 $190,045 - $191,557	3,980 Added 85.79%	8,619 $415,000
Q1 2024 May 08, 2024	SELL	$48.05 - $48.63 $192,296 - $194,617	-4,002 Reduced 46.31%	4,639 $224,000
Q4 2023 Feb 07, 2024	BUY	$47.66 - $48.45 $190,735 - $193,896	4,002 Added 86.27%	8,641 $419,000
Q4 2022 Feb 09, 2023	BUY	$47.89 - $48.47 $222,161 - $224,852	4,639 New	4,639 $224 Million

Others Institutions Holding SCHO

# of Institutions

622

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Ethos Financial Group, LLC Schwab Short Term Us Treasury Transaction History