Adams Wealth Management Schwab Short Term Us Treasury Transaction History

Adams Wealth Management

  • $383 Million
  • Q1 2024

A detailed history of Adams Wealth Management transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Adams Wealth Management holds 10,504 shares of SCHO stock, worth $505,557. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,504
Previous 9,618 9.21%
Holding current value
$505,557
Previous $465,000 8.82%
% of portfolio
0.13%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
BUY
$48.05 - $48.63 $42,572 - $43,086
886 Added 9.21%
10,504 $506,000
Q4 2023

Feb 12, 2024
BUY
$47.66 - $48.45 $28,881 - $29,360
606 Added 6.72%
9,618 $465,000
Q3 2023

Nov 09, 2023
BUY
$47.78 - $48.2 $73,390 - $74,035
1,536 Added 20.55%
9,012 $431,000
Q2 2023

Aug 14, 2023
SELL
$48.06 - $48.89 $2,883 - $2,933
-60 Reduced 0.8%
7,476 $359,000
Q1 2023

May 03, 2023
BUY
$47.8 - $49.0 $360,220 - $369,264
7,536 New
7,536 $367,000

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
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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