Clear Investment Research, LLC Schwab Short Term Us Treasury Transaction History

Clear Investment Research, LLC

$76.6 Million
Q3 2024

A detailed history of Clear Investment Research, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Clear Investment Research, LLC holds 38,126 shares of SCHO stock, worth $918,455. This represents 2.44% of its overall portfolio holdings.

Number of Shares

38,126

Previous 40,599 6.09%

Holding current value

$918,455

Previous $1.95 Million 4.45%

% of portfolio

2.44%

Previous 2.55%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$47.93 - $49.06 $118,530 - $121,325	-2,473 Reduced 6.09%	38,126 $1.87 Million
Q2 2024 Aug 08, 2024	BUY	$47.75 - $48.13 $360,512 - $363,381	7,550 Added 22.84%	40,599 $1.95 Million
Q1 2024 May 02, 2024	BUY	$48.05 - $48.63 $267,302 - $270,528	5,563 Added 20.24%	33,049 $1.59 Million
Q4 2023 Feb 12, 2024	BUY	$47.66 - $48.45 $810 - $823	17 Added 0.06%	27,486 $1.33 Million
Q3 2023 Nov 07, 2023	SELL	$47.78 - $48.2 $70,427 - $71,046	-1,474 Reduced 5.09%	27,469 $1.32 Million
Q2 2023 Aug 09, 2023	SELL	$48.06 - $48.89 $111,210 - $113,131	-2,314 Reduced 7.4%	28,943 $1.39 Million
Q1 2023 May 09, 2023	SELL	$47.8 - $49.0 $34,224 - $35,084	-716 Reduced 2.24%	31,257 $1.53 Million
Q4 2022 Feb 10, 2023	BUY	$47.89 - $48.47 $953,537 - $965,086	19,911 Added 165.07%	31,973 $1.54 Million
Q3 2022 Nov 01, 2022	BUY	$48.15 - $49.37 $580,785 - $595,500	12,062 New	12,062 $582,000

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

Ticker SCHO
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Clear Investment Research, LLC Schwab Short Term Us Treasury Transaction History