Diversified Portfolios, Inc. Schwab Short Term Us Treasury Transaction History

Diversified Portfolios, Inc.

  • $699 Million
  • Q1 2024

A detailed history of Diversified Portfolios, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 9,578 shares of SCHO stock, worth $459,360. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,578
Holding current value
$459,360
% of portfolio
0.07%

Shares

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

May 07, 2024
BUY
$48.05 - $48.63 $460,222 - $465,778
9,578 New
9,578 $461,000
Q2 2023

Aug 09, 2023
BUY
$48.06 - $48.89 $104,194 - $105,993
2,168 Added 3.91%
57,667 $2.77 Million
Q1 2023

May 02, 2023
BUY
$47.8 - $49.0 $140,532 - $144,060
2,940 Added 5.59%
55,499 $2.71 Million
Q4 2022

Jan 24, 2023
SELL
$47.91 - $48.47 $924,710 - $935,519
-19,301 Reduced 26.86%
52,559 $0
Q3 2022

Nov 07, 2022
BUY
N/A
31,875 Added 79.72%
71,860 $3.47 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-44,200 Reduced 52.5%
39,985 $1.97 Million
Q1 2022

May 12, 2022
BUY
N/A
50,090 Added 146.91%
84,185 $4.17 Million
Q4 2021

Jan 31, 2022
BUY
N/A
21,280 Added 166.06%
34,095 $1.73 Million
Q3 2021

Nov 15, 2021
BUY
N/A
12,815 New
12,815 $656,000
Q2 2021

Aug 03, 2021
SELL
N/A
-20,185 Closed
0 $0
Q4 2020

Feb 09, 2021
BUY
N/A
7,100 Added 54.26%
20,185 $1.04 Million
Q2 2020

Aug 04, 2020
BUY
N/A
1,000 Added 8.27%
13,085 $676,000
Q4 2019

Feb 04, 2020
BUY
N/A
85 Added 0.71%
12,085 $610,000
Q3 2019

Nov 12, 2019
BUY
N/A
12,000 New
12,000 $607,000

Others Institutions Holding SCHO

# of Institutions
613
Shares Held
168M
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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