Bogart Wealth, LLC Schwab Short Term Us Treasury Transaction History

Bogart Wealth, LLC

  • $1.96 Billion
  • Q1 2024

A detailed history of Bogart Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,646 shares of SCHO stock, worth $79,221. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,646
Previous 2,255 27.01%
Holding current value
$79,221
Previous $109,000 27.52%
% of portfolio
0.0%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$48.05 - $48.63 $29,262 - $29,615
-609 Reduced 27.01%
1,646 $79,000
Q4 2023

Feb 06, 2024
BUY
$47.66 - $48.45 $70,965 - $72,142
1,489 Added 194.39%
2,255 $109,000
Q3 2023

Oct 30, 2023
SELL
$47.78 - $48.2 $29,480 - $29,739
-617 Reduced 44.61%
766 $36,000
Q2 2023

Jul 28, 2023
SELL
$48.06 - $48.89 $29,124 - $29,627
-606 Reduced 30.47%
1,383 $66,000
Q1 2023

Apr 21, 2023
SELL
$47.8 - $49.0 $90,389 - $92,659
-1,891 Reduced 48.74%
1,989 $97,000
Q4 2022

Feb 06, 2023
BUY
$47.91 - $48.47 $30,566 - $30,923
638 Added 19.68%
3,880 $187,000
Q3 2022

Nov 03, 2022
SELL
N/A
-601 Reduced 15.64%
3,242 $156,000
Q2 2022

Jul 22, 2022
SELL
N/A
-602 Reduced 13.54%
3,843 $189,000
Q1 2022

Apr 22, 2022
SELL
N/A
-596 Reduced 11.82%
4,445 $220,000
Q4 2021

Jan 19, 2022
BUY
N/A
1,377 Added 37.58%
5,041 $256,000
Q3 2021

Oct 15, 2021
SELL
N/A
-264 Reduced 6.72%
3,664 $188,000
Q2 2021

Aug 06, 2021
SELL
N/A
-192 Reduced 4.66%
3,928 $201,000
Q1 2021

Apr 16, 2021
BUY
N/A
5 Added 0.12%
4,120 $211,000
Q4 2020

Jan 14, 2021
SELL
N/A
-225 Reduced 5.18%
4,115 $211,000
Q3 2020

Oct 06, 2020
SELL
N/A
-55 Reduced 1.25%
4,340 $223,000
Q2 2020

Jul 08, 2020
SELL
N/A
-758 Reduced 14.71%
4,395 $227,000
Q1 2020

Apr 20, 2020
SELL
N/A
-15,012 Reduced 74.45%
5,153 $267,000
Q4 2019

Feb 10, 2020
BUY
N/A
1,113 Added 5.84%
20,165 $1.02 Million
Q3 2019

Oct 10, 2019
BUY
N/A
4,835 Added 34.01%
19,052 $964,000
Q2 2019

Jul 11, 2019
SELL
N/A
-73 Reduced 0.51%
14,217 $719,000
Q1 2019

Apr 08, 2019
BUY
N/A
14,290 New
14,290 $717,000

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
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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