Ci Private Wealth, LLC Schwab Short Term Us Treasury Transaction History

Ci Private Wealth, LLC

  • $63.6 Billion
  • Q1 2024

A detailed history of Ci Private Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ci Private Wealth, LLC holds 39,660 shares of SCHO stock, worth $1.91 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39,660
Previous 38,803 2.21%
Holding current value
$1.91 Million
Previous $1.88 Million 1.7%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 09, 2024
BUY
$48.05 - $48.63 $41,178 - $41,675
857 Added 2.21%
39,660 $1.91 Million
Q4 2023

Feb 09, 2024
BUY
$47.66 - $48.45 $714,042 - $725,877
14,982 Added 62.89%
38,803 $1.88 Million
Q3 2023

Nov 03, 2023
SELL
$47.78 - $48.2 $49,165 - $49,597
-1,029 Reduced 4.14%
23,821 $1.14 Million
Q2 2023

Aug 10, 2023
SELL
$48.06 - $48.89 $3,844 - $3,911
-80 Reduced 0.32%
24,850 $1.19 Million
Q1 2023

May 15, 2023
BUY
$47.8 - $49.0 $883,822 - $906,010
18,490 Added 287.11%
24,930 $1.22 Million
Q4 2022

Feb 15, 2023
BUY
$47.91 - $48.47 $308,540 - $312,146
6,440 New
6,440 $310,000

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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