Clearview Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History

Clearview Wealth Advisors LLC

  • $131 Million
  • Q1 2025

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 56,333 shares of SCHO stock, worth $1.38 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
56,333
Previous 56,507 0.31%
Holding current value
$1.38 Million
Previous $1.36 Million 0.88%
% of portfolio
1.04%
Previous 1.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$24.1 - $24.34 $4,193 - $4,235
-174 Reduced 0.31%
56,333 $1.37 Million
Q4 2024

Jan 24, 2025
BUY
$24.06 - $48.88 $742,996 - $1.51 Million
30,881 Added 120.51%
56,507 $1.36 Million
Q3 2024

Oct 15, 2024
BUY
$47.93 - $49.06 $156,155 - $159,837
3,258 Added 14.57%
25,626 $1.26 Million
Q2 2024

Jul 31, 2024
BUY
$47.75 - $48.13 $1.07 Million - $1.08 Million
22,368 New
22,368 $1.08 Million
Q2 2022

Aug 05, 2022
SELL
$48.73 - $49.59 $7,309 - $7,438
-150 Closed
0 $0
Q1 2022

Apr 29, 2022
SELL
$49.47 - $50.82 $9,399 - $9,655
-190 Reduced 55.88%
150 $7,000
Q4 2021

Feb 02, 2022
SELL
$50.83 - $51.21 $30,498 - $30,726
-600 Reduced 63.83%
340 $17,000
Q3 2021

Nov 02, 2021
SELL
$51.18 - $51.3 $71,652 - $71,820
-1,400 Reduced 59.83%
940 $48,000
Q2 2021

Jul 30, 2021
SELL
$51.19 - $51.33 $34,809 - $34,904
-680 Reduced 22.52%
2,340 $120,000
Q1 2021

May 06, 2021
SELL
$51.27 - $51.41 $172,267 - $172,737
-3,360 Reduced 52.66%
3,020 $155,000
Q4 2020

Jan 21, 2021
BUY
$51.37 - $51.48 $327,740 - $328,442
6,380 New
6,380 $328,000

Others Institutions Holding SCHO

# of Institutions
682
Shares Held
354M
Call Options Held
56.5K
Put Options Held
44.6K
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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