Balanced Rock Investment Advisor Schwab Short Term Us Treasury Transaction History

Balanced Rock Investment Advisor

  • $128 Billion
  • Q3 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 28,772 shares of SCHO stock, worth $697,433. This represents 1.1% of its overall portfolio holdings.

Number of Shares
28,772
Previous 26,274 9.51%
Holding current value
$697,433
Previous $1.26 Billion 11.44%
% of portfolio
1.1%
Previous 1.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
626
Shares Held
205M
Call Options Held
74.3K
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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