A detailed history of American Capital Advisory, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, American Capital Advisory, LLC holds 201,214 shares of SCHO stock, worth $9.68 Million. This represents 8.57% of its overall portfolio holdings.

Number of Shares
201,214
Previous 290,979 30.85%
Holding current value
$9.68 Million
Previous $14.1 Billion 30.36%
% of portfolio
8.57%
Previous 10.07%

Shares

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

Apr 29, 2024

SELL
$48.05 - $48.63 $4.31 Million - $4.37 Million
-89,765 Reduced 30.85%
201,214 $9.82 Billion
Q4 2023

Apr 09, 2024

BUY
$47.66 - $48.45 $13.9 Million - $14.1 Million
290,979 New
290,979 $14.1 Billion

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


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

Track American Capital Advisory, LLC Portfolio

Follow American Capital Advisory, 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 American Capital Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on American Capital Advisory, LLC with notifications on news.