A detailed history of Family Asset Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Family Asset Management, LLC holds 20,803 shares of SCHO stock, worth $501,144. This represents 0.61% of its overall portfolio holdings.

Number of Shares
20,803
Previous 22,028 5.56%
Holding current value
$501,144
Previous $1.06 Billion 3.89%
% of portfolio
0.61%
Previous 0.68%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$47.93 - $49.06 $58,714 - $60,098
-1,225 Reduced 5.56%
20,803 $1.02 Billion
Q2 2024

Aug 01, 2024

SELL
$47.75 - $48.13 $657,422 - $662,653
-13,768 Reduced 38.46%
22,028 $1.06 Billion
Q1 2024

May 14, 2024

SELL
$48.05 - $48.63 $22,583 - $22,856
-470 Reduced 1.3%
35,796 $1.73 Billion
Q4 2023

Feb 06, 2024

BUY
$47.66 - $48.45 $501,526 - $509,839
10,523 Added 40.88%
36,266 $1.76 Billion
Q3 2023

Nov 02, 2023

BUY
$47.78 - $48.2 $1.02 Million - $1.02 Million
21,257 Added 473.85%
25,743 $1.23 Billion
Q2 2023

Jul 27, 2023

SELL
$48.06 - $48.89 $90,641 - $92,206
-1,886 Reduced 29.6%
4,486 $216 Million
Q1 2023

May 03, 2023

SELL
$47.8 - $49.0 $259,984 - $266,511
-5,439 Reduced 46.05%
6,372 $311 Million
Q4 2022

Jan 18, 2023

BUY
$47.89 - $48.47 $565,628 - $572,479
11,811 New
11,811 $570 Million

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Family Asset Management, LLC Portfolio

Follow Family Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Asset Management, LLC with notifications on news.