Badgley Phelps Wealth Managers, LLC Schwab Short Term Us Treasury Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4 Billion
  • Q2 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 5,467 shares of SCHO stock, worth $268,156. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,467
Previous 5,121 6.76%
Holding current value
$268,156
Previous $246,000 6.91%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$47.75 - $48.13 $16,521 - $16,652
346 Added 6.76%
5,467 $263,000
Q4 2023

Feb 14, 2024
BUY
$47.66 - $48.45 $244,066 - $248,112
5,121 New
5,121 $248,000
Q3 2022

Nov 09, 2022
SELL
$48.15 - $49.37 $7,463 - $7,652
-155 Reduced 1.56%
9,790 $472,000
Q2 2022

Aug 01, 2022
BUY
$48.73 - $49.59 $484,619 - $493,172
9,945 New
9,945 $489,000

Others Institutions Holding SCHO

# of Institutions
607
Shares Held
168M
Call Options Held
42K
Put Options Held
33.9K
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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