Bartlett & Co. Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 6,872 shares of SCHO stock, worth $166,027. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,872
Previous 6,883 0.16%
Holding current value
$166,027
Previous $331 Million 1.6%
% of portfolio
0.0%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$47.93 - $49.06 $527 - $539
-11 Reduced 0.16%
6,872 $337 Million
Q2 2024

Jul 12, 2024
BUY
$47.75 - $48.13 $5,395 - $5,438
113 Added 1.67%
6,883 $331 Million
Q1 2024

May 09, 2024
BUY
$48.05 - $48.63 $40,602 - $41,092
845 Added 14.26%
6,770 $326 Million
Q4 2023

Feb 14, 2024
BUY
$47.66 - $48.45 $22,400 - $22,771
470 Added 8.62%
5,925 $287 Million
Q3 2023

Feb 14, 2024
BUY
$47.78 - $48.2 $6,689 - $6,748
140 Added 2.63%
5,455 $261 Million
Q2 2023

Feb 14, 2024
BUY
$48.06 - $48.89 $576 - $586
12 Added 0.23%
5,315 $255 Million
Q1 2023

Feb 14, 2024
BUY
$47.8 - $49.0 $20,554 - $21,070
430 Added 8.82%
5,303 $259 Million
Q4 2022

Feb 14, 2024
SELL
$47.89 - $48.47 $10,487 - $10,614
-219 Reduced 4.3%
4,873 $235 Million
Q3 2022

Feb 14, 2024
BUY
$48.15 - $49.37 $24,797 - $25,425
515 Added 11.25%
5,092 $246 Million
Q2 2022

Feb 14, 2024
BUY
$48.73 - $49.59 $13,059 - $13,290
268 Added 6.22%
4,577 $225 Million
Q1 2022

Feb 14, 2024
SELL
$49.47 - $50.82 $113,781 - $116,886
-2,300 Reduced 34.8%
4,309 $213 Million
Q3 2021

Feb 13, 2024
SELL
$51.18 - $51.3 $15,354 - $15,390
-300 Reduced 4.34%
6,609 $338 Million
Q2 2021

Feb 13, 2024
SELL
$51.19 - $51.33 $112,618 - $112,926
-2,200 Reduced 24.15%
6,909 $354 Million
Q1 2021

Feb 13, 2024
BUY
$51.27 - $51.41 $33,786 - $33,879
659 Added 7.8%
9,109 $467 Million
Q4 2020

Feb 13, 2024
SELL
$51.37 - $51.48 $55,222 - $55,341
-1,075 Reduced 11.29%
8,450 $434 Million
Q2 2020

Feb 13, 2024
BUY
$51.53 - $51.71 $23,703 - $23,786
460 Added 5.07%
9,525 $492 Million
Q4 2019

Feb 13, 2024
BUY
$50.38 - $50.71 $347,622 - $349,899
6,900 Added 318.71%
9,065 $458 Million
Q3 2019

Feb 13, 2024
BUY
$50.39 - $50.59 $109,094 - $109,527
2,165 New
2,165 $110 Million

Others Institutions Holding SCHO

# of Institutions
620
Shares Held
184M
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
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email