Ethos Financial Group, LLC Schwab Short Term Us Treasury Transaction History

Ethos Financial Group, LLC

  • $528 Million
  • Q3 2024

A detailed history of Ethos Financial Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ethos Financial Group, LLC holds 4,642 shares of SCHO stock, worth $112,197. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,642
Previous 8,619 46.14%
Holding current value
$112,197
Previous $415,000 45.3%
% of portfolio
0.04%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$47.93 - $49.06 $190,617 - $195,111
-3,977 Reduced 46.14%
4,642 $227,000
Q2 2024

Aug 12, 2024
BUY
$47.75 - $48.13 $190,045 - $191,557
3,980 Added 85.79%
8,619 $415,000
Q1 2024

May 08, 2024
SELL
$48.05 - $48.63 $192,296 - $194,617
-4,002 Reduced 46.31%
4,639 $224,000
Q4 2023

Feb 07, 2024
BUY
$47.66 - $48.45 $190,735 - $193,896
4,002 Added 86.27%
8,641 $419,000
Q4 2022

Feb 09, 2023
BUY
$47.89 - $48.47 $222,161 - $224,852
4,639 New
4,639 $224 Million

Others Institutions Holding SCHO

# of Institutions
616
Shares Held
169M
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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