A detailed history of Claro Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Claro Advisors LLC holds 5,522 shares of SCHO stock, worth $132,859. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,522
Previous 8,373 34.05%
Holding current value
$132,859
Previous $410,000 34.15%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$47.93 - $49.06 $136,648 - $139,870
-2,851 Reduced 34.05%
5,522 $270,000
Q3 2024

Oct 17, 2024

BUY
$47.93 - $49.06 $130,369 - $133,443
2,720 Added 48.12%
8,373 $410,000
Q2 2024

Jul 31, 2024

BUY
$47.75 - $48.13 $11,030 - $11,118
231 Added 4.26%
5,653 $272,000
Q1 2024

Apr 18, 2024

SELL
$48.05 - $48.63 $17,009 - $17,215
-354 Reduced 6.13%
5,422 $261,000
Q4 2023

Jan 22, 2024

BUY
$47.66 - $48.45 $275,284 - $279,847
5,776 New
5,776 $279,000
Q2 2023

Aug 08, 2023

BUY
$48.06 - $48.89 $291,628 - $296,664
6,068 New
6,068 $291,000

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Claro Advisors LLC Portfolio

Follow Claro Advisors 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 Claro Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Claro Advisors LLC with notifications on news.