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
623
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 Burt Wealth Advisors Portfolio

Follow Burt Wealth Advisors 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 Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email