Advisors Asset Management, Inc. Schwab Short Term Us Treasury Transaction History

Advisors Asset Management, Inc.

  • $5.1 Billion
  • Q1 2024

A detailed history of Advisors Asset Management, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 9,537 shares of SCHO stock, worth $459,015. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,537
Previous 7,768 22.77%
Holding current value
$459,015
Previous $376,000 22.07%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2024
BUY
$48.05 - $48.63 $85,000 - $86,026
1,769 Added 22.77%
9,537 $459,000
Q4 2023

Feb 14, 2024
BUY
$47.66 - $48.45 $195,644 - $198,887
4,105 Added 112.07%
7,768 $376,000
Q2 2023

Aug 14, 2023
BUY
$48.06 - $48.89 $101,935 - $103,695
2,121 Added 137.55%
3,663 $176,000
Q1 2023

May 12, 2023
BUY
$47.8 - $49.0 $73,707 - $75,558
1,542 New
1,542 $75,000

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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