Berkshire Asset Management LLC Schwab Short Term Us Treasury Transaction History

Berkshire Asset Management LLC

  • $2.09 Billion
  • Q3 2024

A detailed history of Berkshire Asset Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Berkshire Asset Management LLC holds 91,849 shares of SCHO stock, worth $2.22 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
91,849
Previous 91,849 -0.0%
Holding current value
$2.22 Million
Previous $4.42 Million 1.76%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Aug 13, 2024
BUY
$47.75 - $48.13 $4.39 Million - $4.42 Million
91,849 New
91,849 $4.42 Million
Q4 2019

Feb 12, 2020
SELL
$50.38 - $50.71 $295,327 - $297,262
-5,862 Closed
0 $0
Q3 2019

Oct 07, 2019
BUY
$50.39 - $50.59 $295,386 - $296,558
5,862 New
5,862 $297,000
Q2 2019

Jul 29, 2019
SELL
N/A
-6,462 Closed
0 $0
Q1 2019

Apr 16, 2019
SELL
N/A
-450 Reduced 6.51%
6,462 $324,000
Q3 2018

Oct 12, 2018
BUY
N/A
269 Added 4.05%
6,912 $343,000
Q2 2018

Jul 17, 2018
BUY
N/A
502 Added 8.17%
6,643 $330,000
Q1 2018

May 01, 2018
BUY
N/A
6,141 New
6,141 $306,000

Others Institutions Holding SCHO

# of Institutions
622
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 Berkshire Asset Management LLC Portfolio

Follow Berkshire Asset 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 Berkshire Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Berkshire Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email