Graves Light Lenhart Wealth, Inc. Schwab Short Term Us Treasury Transaction History

Graves Light Lenhart Wealth, Inc.

$801 Million
Q4 2024

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 12,820 shares of SCHO stock, worth $310,756. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,820

Previous 5,996 113.81%

Holding current value

$310,756

Previous $293,000 5.12%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$24.06 - $48.88 $164,185 - $333,557	6,824 Added 113.81%	12,820 $308,000
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

# of Institutions

664

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

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About SCHWAB SHORT-TERM US TREASURY

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Graves Light Lenhart Wealth, Inc. Schwab Short Term Us Treasury Transaction History