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 29,574 shares of SCHO stock, worth $712,437. This represents 0.1% of its overall portfolio holdings.

Number of Shares
29,574
Previous 31,942 7.41%
Holding current value
$712,437
Previous $1.54 Million 5.79%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 15, 2024

SELL
$47.93 - $49.06 $113,498 - $116,174
-2,368 Reduced 7.41%
29,574 $1.45 Million
Q2 2024

Jul 18, 2024

SELL
$47.75 - $48.13 $145,828 - $146,989
-3,054 Reduced 8.73%
31,942 $1.54 Million
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
$47.89 - $48.47 $1.44 Million - $1.46 Million
-30,029 Reduced 26.24%
84,427 $0
Q3 2022

Oct 24, 2022

SELL
$48.15 - $49.37 $546,984 - $560,843
-11,360 Reduced 9.03%
114,456 $5.52 Million
Q2 2022

Jul 19, 2022

SELL
$48.73 - $49.59 $207,735 - $211,402
-4,263 Reduced 3.28%
125,816 $6.19 Million
Q1 2022

Apr 14, 2022

SELL
$49.47 - $50.82 $1.63 Million - $1.68 Million
-33,040 Reduced 20.26%
130,079 $6.42 Million
Q4 2021

Jan 19, 2022

SELL
$50.83 - $51.21 $547,184 - $551,275
-10,765 Reduced 6.19%
163,119 $8.27 Million
Q3 2021

Oct 08, 2021

BUY
$51.18 - $51.3 $1.04 Million - $1.04 Million
20,284 Added 13.21%
173,884 $8.9 Million
Q2 2021

Jul 29, 2021

BUY
$51.19 - $51.33 $1.1 Million - $1.11 Million
21,555 Added 16.32%
153,600 $7.87 Million
Q1 2021

Apr 23, 2021

BUY
$51.27 - $51.41 $1.68 Million - $1.68 Million
32,735 Added 32.96%
132,045 $6.77 Million
Q4 2020

Feb 08, 2021

BUY
$51.37 - $51.48 $350,343 - $351,093
6,820 Added 7.37%
99,310 $5.1 Million
Q3 2020

Oct 26, 2020

BUY
$51.49 - $51.63 $839,801 - $842,085
16,310 Added 21.41%
92,490 $4.76 Million
Q2 2020

Aug 03, 2020

BUY
$51.53 - $51.71 $1.08 Million - $1.09 Million
21,011 Added 38.08%
76,180 $3.93 Million
Q1 2020

Apr 29, 2020

BUY
$50.48 - $51.73 $199,295 - $204,230
3,948 Added 7.71%
55,169 $2.85 Million
Q4 2019

Jan 13, 2020

SELL
$50.38 - $50.71 $313,413 - $315,466
-6,221 Reduced 10.83%
51,221 $2.59 Million
Q3 2019

Oct 11, 2019

BUY
$50.39 - $50.59 $863,734 - $867,163
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

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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