Clearwater Capital Advisors, LLC Schwab Short Term Us Treasury Transaction History

Clearwater Capital Advisors, LLC

  • $896 Million
  • Q2 2024

A detailed history of Clearwater Capital Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 1,720,326 shares of SCHO stock, worth $84.3 Million. This represents 9.24% of its overall portfolio holdings.

Number of Shares
1,720,326
Previous 1,696,272 1.42%
Holding current value
$84.3 Million
Previous $81.8 Million 1.25%
% of portfolio
9.24%
Previous 9.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$47.75 - $48.13 $1.15 Million - $1.16 Million
24,054 Added 1.42%
1,720,326 $82.8 Million
Q1 2024

May 09, 2024
BUY
$48.05 - $48.63 $3.97 Million - $4.01 Million
82,523 Added 5.11%
1,696,272 $81.8 Million
Q4 2023

Feb 06, 2024
BUY
$47.66 - $48.45 $37.5 Million - $38.1 Million
787,113 Added 95.22%
1,613,749 $78.2 Million
Q3 2023

Oct 24, 2023
BUY
$47.78 - $48.2 $1.6 Million - $1.62 Million
33,523 Added 4.23%
826,636 $39.6 Million
Q2 2023

Aug 08, 2023
BUY
$48.06 - $48.89 $38.1 Million - $38.8 Million
793,113 New
793,113 $38.1 Million

Others Institutions Holding SCHO

# of Institutions
607
Shares Held
168M
Call Options Held
42K
Put Options Held
33.9K
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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