Gradient Investments LLC Schwab Short Term Us Treasury Transaction History

Gradient Investments LLC

$3.51 Billion
Q2 2024

A detailed history of Gradient Investments LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Gradient Investments LLC holds 9 shares of SCHO stock, worth $441. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 255 96.47%

Holding current value

$441

Previous $12,000 100.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$47.75 - $48.13 $11,746 - $11,839	-246 Reduced 96.47%	9 $0
Q1 2024 Apr 23, 2024	BUY	$48.05 - $48.63 $7,447 - $7,537	155 Added 155.0%	255 $12,000
Q4 2023 Jan 18, 2024	BUY	$47.66 - $48.45 $2,192 - $2,228	46 Added 85.19%	100 $4,000
Q2 2023 Jul 11, 2023	SELL	$48.06 - $48.89 $5,190 - $5,280	-108 Reduced 66.67%	54 $2,000
Q1 2023 Apr 17, 2023	BUY	$47.8 - $49.0 $2,581 - $2,646	54 Added 50.0%	162 $7,000
Q4 2022 Jan 10, 2023	BUY	$47.89 - $48.47 $1,436 - $1,454	30 Added 38.46%	108 $0
Q3 2022 Oct 14, 2022	BUY	$48.15 - $49.37 $3,755 - $3,850	78 New	78 $4,000
Q2 2022 Jul 11, 2022	BUY	$48.73 - $49.59 $0 - $0	0 New	0 $0
Q3 2020 Oct 06, 2020	SELL	$51.49 - $51.63 $32,181 - $32,268	-625 Closed	0 $0
Q1 2019 Apr 11, 2019	SELL	N/A	-300 Reduced 32.43%	625 $31,000
Q4 2018 Jan 18, 2019	BUY	N/A	925 New	925 $46,000

Others Institutions Holding SCHO

# of Institutions

607

Shares Held

168M

Call Options Held

42K

Put Options Held

33.9K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Gradient Investments LLC Schwab Short Term Us Treasury Transaction History