Apella Capital, LLC Schwab Short Term Us Treasury Transaction History

Apella Capital, LLC

  • $1.97 Billion
  • Q1 2024

A detailed history of Apella Capital, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Apella Capital, LLC holds 461,371 shares of SCHO stock, worth $22.1 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
461,371
Previous 472,273 2.31%
Holding current value
$22.1 Million
Previous $22.9 Million 2.79%
% of portfolio
1.13%
Previous 1.27%

Shares

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

Apr 10, 2024
SELL
$48.05 - $48.63 $523,841 - $530,164
-10,902 Reduced 2.31%
461,371 $22.2 Million
Q4 2023

Jan 05, 2024
SELL
$47.66 - $48.45 $349,347 - $355,138
-7,330 Reduced 1.53%
472,273 $22.9 Million
Q3 2023

Oct 10, 2023
SELL
$47.78 - $48.2 $735,477 - $741,942
-15,393 Reduced 3.11%
479,603 $23 Million
Q2 2023

Jul 06, 2023
SELL
$48.06 - $48.89 $2.52 Million - $2.57 Million
-52,493 Reduced 9.59%
494,996 $23.8 Million
Q4 2022

Jan 10, 2023
SELL
$47.91 - $48.47 $2.68 Million - $2.71 Million
-55,840 Reduced 9.26%
547,489 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-40,401 Reduced 6.28%
603,329 $29.1 Million
Q2 2022

Jul 08, 2022
SELL
N/A
-30,715 Reduced 4.55%
643,730 $31.7 Million
Q1 2022

Apr 11, 2022
BUY
N/A
4,539 Added 0.68%
674,445 $0
Q4 2021

Jan 13, 2022
BUY
N/A
48 Added 0.01%
669,906 $34.1 Million
Q3 2021

Jan 18, 2022
BUY
N/A
669,858 New
669,858 $34.3 Million
Q3 2021

Oct 12, 2021
SELL
N/A
-656,253 Closed
0 $0
Q2 2021

Jan 18, 2022
BUY
N/A
656,253 New
656,253 $33.6 Million

Others Institutions Holding SCHO

# of Institutions
613
Shares Held
168M
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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