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

Ethos Financial Group, LLC

$665 Million
Q4 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 9,284 shares of SCHO stock, worth $225,508. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,284

Previous 4,642 100.0%

Holding current value

$225,508

Previous $227,000 1.76%

% of portfolio

0.03%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$24.06 - $48.88 $111,686 - $226,900	4,642 Added 100.0%	9,284 $223,000
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

665

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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