Foster Victor Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Foster Victor Wealth Advisors, LLC

  • $1.1 Billion
  • Q1 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 34,996 shares of SCHO stock, worth $1.68 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
34,996
Previous 39,230 10.79%
Holding current value
$1.68 Million
Previous $1.9 Million 11.21%
% of portfolio
0.15%
Previous 0.2%

Shares

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

Apr 26, 2024
SELL
$48.05 - $48.63 $203,443 - $205,899
-4,234 Reduced 10.79%
34,996 $1.69 Million
Q4 2023

Jan 19, 2024
SELL
$47.66 - $48.45 $107,759 - $109,545
-2,261 Reduced 5.45%
39,230 $1.9 Million
Q3 2023

Oct 13, 2023
SELL
$47.78 - $48.2 $559,408 - $564,325
-11,708 Reduced 22.01%
41,491 $1.99 Million
Q2 2023

Jul 14, 2023
SELL
$48.06 - $48.89 $371,215 - $377,626
-7,724 Reduced 12.68%
53,199 $2.56 Million
Q1 2023

Apr 20, 2023
SELL
$47.8 - $49.0 $1.12 Million - $1.15 Million
-23,504 Reduced 27.84%
60,923 $2.97 Million
Q4 2022

Jan 27, 2023
SELL
$47.91 - $48.47 $1.44 Million - $1.46 Million
-30,029 Reduced 26.24%
84,427 $0
Q3 2022

Oct 24, 2022
SELL
N/A
-11,360 Reduced 9.03%
114,456 $5.52 Million
Q2 2022

Jul 19, 2022
SELL
N/A
-4,263 Reduced 3.28%
125,816 $6.19 Million
Q1 2022

Apr 14, 2022
SELL
N/A
-33,040 Reduced 20.26%
130,079 $6.42 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-10,765 Reduced 6.19%
163,119 $8.27 Million
Q3 2021

Oct 08, 2021
BUY
N/A
20,284 Added 13.21%
173,884 $8.9 Million
Q2 2021

Jul 29, 2021
BUY
N/A
21,555 Added 16.32%
153,600 $7.87 Million
Q1 2021

Apr 23, 2021
BUY
N/A
32,735 Added 32.96%
132,045 $6.77 Million
Q4 2020

Feb 08, 2021
BUY
N/A
6,820 Added 7.37%
99,310 $5.1 Million
Q3 2020

Oct 26, 2020
BUY
N/A
16,310 Added 21.41%
92,490 $4.76 Million
Q2 2020

Aug 03, 2020
BUY
N/A
21,011 Added 38.08%
76,180 $3.93 Million
Q1 2020

Apr 29, 2020
BUY
N/A
3,948 Added 7.71%
55,169 $2.85 Million
Q4 2019

Jan 13, 2020
SELL
N/A
-6,221 Reduced 10.83%
51,221 $2.59 Million
Q3 2019

Oct 11, 2019
BUY
N/A
17,141 Added 42.53%
57,442 $2.91 Million
Q2 2019

Jul 16, 2019
BUY
N/A
39 Added 0.1%
40,301 $2.03 Million
Q1 2019

May 03, 2019
BUY
N/A
40,262 New
40,262 $2.02 Million

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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