Burt Wealth Advisors Schwab Short Term Us Treasury Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

Apr 15, 2021
SELL
$51.27 - $51.41 $16,406 - $16,451
-320 Closed
0 $0
Q3 2020

Nov 10, 2020
SELL
$51.49 - $51.63 $2,008 - $2,013
-39 Reduced 10.86%
320 $16,000
Q2 2020

Aug 05, 2020
SELL
$51.53 - $51.71 $2,576 - $2,585
-50 Reduced 12.22%
359 $19,000
Q1 2020

Apr 29, 2020
SELL
$50.48 - $51.73 $858 - $879
-17 Reduced 3.99%
409 $21,000
Q4 2019

Jan 29, 2020
SELL
$50.38 - $50.71 $1,461 - $1,470
-29 Reduced 6.37%
426 $22,000
Q3 2019

Oct 31, 2019
SELL
$50.39 - $50.59 $755 - $758
-15 Reduced 3.19%
455 $23,000
Q2 2019

Aug 05, 2019
BUY
N/A
2 Added 0.43%
470 $24,000
Q1 2019

Apr 24, 2019
SELL
N/A
-1,425 Reduced 75.28%
468 $23,000
Q4 2018

Feb 08, 2019
SELL
N/A
-102 Reduced 5.11%
1,893 $94,000
Q3 2018

Oct 30, 2018
SELL
N/A
-78 Reduced 3.76%
1,995 $99,000
Q2 2018

Jul 27, 2018
BUY
N/A
340 Added 19.62%
2,073 $103,000
Q1 2018

Apr 24, 2018
SELL
N/A
-2,841 Reduced 62.11%
1,733 $86,000
Q4 2017

Jan 30, 2018
SELL
N/A
-893 Reduced 16.33%
4,574 $229,000
Q3 2017

Nov 09, 2017
BUY
N/A
4,840 Added 771.93%
5,467 $276,000
Q2 2017

Aug 07, 2017
BUY
N/A
627
627 $31,000

Others Institutions Holding SCHO

# of Institutions
621
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
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