Erts Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Erts Wealth Advisors, LLC

  • $490 Million
  • Q1 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 91,460 shares of SCHO stock, worth $4.4 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
91,460
Previous 5,659 1516.19%
Holding current value
$4.4 Million
Previous $274,000 1509.12%
% of portfolio
0.9%
Previous 0.06%

Shares

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

Apr 23, 2024
BUY
$48.05 - $48.63 $4.12 Million - $4.17 Million
85,801 Added 1516.19%
91,460 $4.41 Million
Q4 2023

Jan 23, 2024
SELL
$47.66 - $48.45 $100,133 - $101,793
-2,101 Reduced 27.07%
5,659 $274,000
Q3 2023

Oct 16, 2023
SELL
$47.78 - $48.2 $90,638 - $91,435
-1,897 Reduced 19.64%
7,760 $371,000
Q2 2023

Jul 17, 2023
SELL
$48.06 - $48.89 $1.45 Million - $1.48 Million
-30,207 Reduced 75.78%
9,657 $464,000
Q1 2023

Apr 18, 2023
SELL
$47.8 - $49.0 $7.82 Million - $8.01 Million
-163,545 Reduced 80.4%
39,864 $1.94 Million
Q4 2022

Jan 27, 2023
SELL
$47.91 - $48.47 $22.2 Million - $22.4 Million
-462,786 Reduced 69.47%
203,409 $9.81 Million
Q3 2022

Nov 08, 2022
BUY
N/A
495,695 Added 290.73%
666,195 $32.2 Million
Q2 2022

Aug 08, 2022
BUY
N/A
163,150 Added 2219.73%
170,500 $0
Q1 2022

May 11, 2022
SELL
N/A
-517,597 Reduced 98.6%
7,350 $364,000
Q4 2021

Feb 15, 2022
BUY
N/A
28,706 Added 5.78%
524,947 $26.7 Million
Q3 2021

Oct 13, 2021
BUY
N/A
268,095 Added 117.51%
496,241 $25.4 Million
Q2 2021

Aug 11, 2021
BUY
N/A
95,334 Added 71.78%
228,146 $11.7 Million
Q1 2021

May 07, 2021
BUY
N/A
36,643 Added 38.1%
132,812 $6.82 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-93,830 Reduced 49.38%
96,169 $4.94 Million
Q3 2020

Nov 13, 2020
BUY
N/A
16,019 Added 9.21%
189,999 $9.79 Million
Q2 2020

Aug 14, 2020
BUY
N/A
19,710 Added 12.78%
173,980 $8.98 Million
Q1 2020

May 15, 2020
BUY
N/A
118,822 Added 335.2%
154,270 $7.98 Million
Q4 2019

Feb 19, 2020
BUY
N/A
35,448 New
35,448 $1.79 Million

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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