Balanced Rock Investment Advisor Schwab Short Term Us Treasury Transaction History

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 2024

A detailed history of Balanced Rock Investment Advisor transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 62,403 shares of SCHO stock, worth $1.51 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
62,403
Previous 28,772 116.89%
Holding current value
$1.51 Million
Previous $1.41 Billion 6.54%
% of portfolio
1.19%
Previous 1.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$24.06 - $48.88 $809,161 - $1.64 Million
33,631 Added 116.89%
62,403 $1.5 Billion
Q3 2024

Nov 13, 2024
BUY
$47.93 - $49.06 $119,729 - $122,551
2,498 Added 9.51%
28,772 $1.41 Billion
Q2 2024

Jul 31, 2024
BUY
$47.75 - $48.13 $69,380 - $69,932
1,453 Added 5.85%
26,274 $1.26 Billion
Q1 2024

May 13, 2024
SELL
$48.05 - $48.63 $274,221 - $277,531
-5,707 Reduced 18.69%
24,821 $1.2 Billion
Q4 2023

Feb 13, 2024
BUY
$47.66 - $48.45 $1.45 Million - $1.48 Million
30,528 New
30,528 $1.48 Billion

Others Institutions Holding SCHO

# of Institutions
657
Shares Held
350M
Call Options Held
67.5K
Put Options Held
30.8K
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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