A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 5,996 shares of SCHO stock, worth $144,443. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,996
Previous 6,013 0.28%
Holding current value
$144,443
Previous $289,000 1.38%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$47.93 - $49.06 $814 - $834
-17 Reduced 0.28%
5,996 $293,000
Q2 2024

Aug 14, 2024

SELL
$47.75 - $48.13 $1,146 - $1,155
-24 Reduced 0.4%
6,013 $289,000
Q1 2024

May 13, 2024

BUY
$48.05 - $48.63 $290,077 - $293,579
6,037 New
6,037 $291,000
Q2 2022

Aug 15, 2022

SELL
$48.73 - $49.59 $71,097 - $72,351
-1,459 Reduced 11.38%
11,357 $559,000
Q1 2022

May 13, 2022

SELL
$49.47 - $50.82 $3,413 - $3,506
-69 Reduced 0.54%
12,816 $635,000
Q3 2021

Nov 15, 2021

SELL
$51.18 - $51.3 $5,885 - $5,899
-115 Reduced 0.88%
12,885 $660,000
Q1 2021

Apr 09, 2021

SELL
$51.27 - $51.41 $30,762 - $30,845
-600 Reduced 4.41%
13,000 $667,000
Q2 2019

May 10, 2024

BUY
N/A
13,600 New
13,600 $0
Q2 2019

Jul 24, 2019

BUY
N/A
13,600 New
13,600 $688,000

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Graves Light Lenhart Wealth, Inc. Portfolio

Follow Graves Light Lenhart Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Graves Light Lenhart Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Graves Light Lenhart Wealth, Inc. with notifications on news.