Coastal Investment Advisors, Inc. Schwab Short Term Us Treasury Transaction History

Coastal Investment Advisors, Inc.

  • $478 Million
  • Q1 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 6,060 shares of SCHO stock, worth $291,667. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,060
Previous 6,047 0.21%
Holding current value
$291,667
Previous $292,000 -0.0%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Apr 19, 2024
BUY
$48.05 - $48.63 $624 - $632
13 Added 0.21%
6,060 $292,000
Q4 2023

Jan 19, 2024
SELL
$47.66 - $48.45 $236,870 - $240,796
-4,970 Reduced 45.11%
6,047 $292,000
Q2 2023

Aug 09, 2023
SELL
$48.06 - $48.89 $7,929 - $8,066
-165 Reduced 1.48%
11,017 $529,000
Q1 2023

May 05, 2023
BUY
$47.8 - $49.0 $430 - $441
9 Added 0.08%
11,182 $545,000
Q4 2022

Feb 10, 2023
SELL
$47.91 - $48.47 $11,785 - $11,923
-246 Reduced 2.15%
11,173 $538,000
Q3 2022

Oct 27, 2022
SELL
N/A
-594 Reduced 4.94%
11,419 $551,000
Q2 2022

Aug 09, 2022
SELL
N/A
-1,274 Reduced 9.59%
12,013 $592,000
Q1 2022

Apr 13, 2022
SELL
N/A
-818 Reduced 5.8%
13,287 $658,000
Q4 2021

Jan 18, 2022
SELL
N/A
-2,175 Reduced 13.36%
14,105 $717,000
Q3 2021

Oct 18, 2021
SELL
N/A
-547 Reduced 3.25%
16,280 $833,000
Q2 2021

Jul 15, 2021
SELL
N/A
-2,682 Reduced 13.75%
16,827 $862,000
Q1 2021

Apr 12, 2021
SELL
N/A
-1,195 Reduced 5.77%
19,509 $1 Million
Q4 2020

Jan 13, 2021
BUY
N/A
1,540 Added 8.04%
20,704 $1.06 Million
Q3 2020

Oct 23, 2020
BUY
N/A
13,153 Added 218.82%
19,164 $987,000
Q2 2020

Jul 16, 2020
SELL
N/A
-324 Reduced 5.11%
6,011 $310,000
Q1 2020

Apr 23, 2020
BUY
N/A
69 Added 1.1%
6,335 $328,000
Q4 2019

Feb 05, 2020
SELL
N/A
-2,702 Reduced 30.13%
6,266 $319,000
Q3 2019

Oct 18, 2019
SELL
N/A
-513 Reduced 5.41%
8,968 $454,000
Q2 2019

Aug 01, 2019
BUY
N/A
12 Added 0.13%
9,481 $480,000
Q1 2019

May 15, 2019
BUY
N/A
9,469 New
9,469 $476,000

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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