Elmwood Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 48,038 shares of SCHO stock, worth $1.16 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

48,038

Previous 24,019 100.0%

Holding current value

$1.16 Million

Previous $1.18 Million 1.79%

% of portfolio

0.51%

Previous 0.53%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$24.06 - $48.88 $577,897 - $1.17 Million	24,019 Added 100.0%	48,038 $1.16 Million
Q3 2024 Oct 11, 2024	SELL	$47.93 - $49.06 $1,869 - $1,913	-39 Reduced 0.16%	24,019 $1.18 Million
Q1 2024 May 10, 2024	BUY	$48.05 - $48.63 $2,786 - $2,820	58 Added 0.24%	24,058 $1.16 Million
Q4 2023 Jan 30, 2024	SELL	$47.66 - $48.45 $2,764 - $2,810	-58 Reduced 0.24%	24,000 $1.16 Million
Q2 2023 Aug 10, 2023	SELL	$48.06 - $48.89 $264,330 - $268,895	-5,500 Reduced 18.61%	24,058 $1.16 Million
Q3 2022 Nov 14, 2022	SELL	$48.15 - $49.37 $505,575 - $518,385	-10,500 Reduced 26.21%	29,558 $1.43 Million
Q4 2021 Feb 08, 2022	BUY	$50.83 - $51.21 $2.02 Million - $2.04 Million	39,800 Added 15426.36%	40,058 $2.04 Million
Q2 2020 Aug 13, 2020	SELL	$51.53 - $51.71 $6,698 - $6,722	-130 Reduced 33.51%	258 $13,000
Q1 2020 May 12, 2020	BUY	$50.48 - $51.73 $19,586 - $20,071	388 New	388 $0
Q4 2019 Feb 05, 2020	SELL	$50.38 - $50.71 $84,588 - $85,142	-1,679 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$50.39 - $50.59 $46,711 - $46,896	927 Added 123.27%	1,679 $85,000
Q2 2019 Aug 07, 2019	BUY	N/A	202 Added 36.73%	752 $38,000
Q1 2019 May 22, 2019	BUY	N/A	175 Added 46.67%	550 $28,000
Q4 2018 Feb 14, 2019	SELL	N/A	-13 Reduced 3.35%	375 $0
Q1 2018 May 10, 2018	BUY	N/A	388 New	388 $19.3 Million

Others Institutions Holding SCHO

# of Institutions

623

Shares Held

201M

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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Elmwood Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History