Great Waters Wealth Management Schwab Short Term Us Treasury Transaction History

Great Waters Wealth Management

$779 Billion
Q4 2024

A detailed history of Great Waters Wealth Management transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Great Waters Wealth Management holds 54,985 shares of SCHO stock, worth $1.33 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

54,985

Previous 28,723 91.43%

Holding current value

$1.33 Million

Previous $1.41 Billion 5.96%

% of portfolio

0.17%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$24.06 - $48.88 $631,863 - $1.28 Million	26,262 Added 91.43%	54,985 $1.32 Billion
Q3 2024 Oct 04, 2024	SELL	$47.93 - $49.06 $23,150 - $23,695	-483 Reduced 1.65%	28,723 $1.41 Billion
Q2 2024 Jul 08, 2024	SELL	$47.75 - $48.13 $98,842 - $99,629	-2,070 Reduced 6.62%	29,206 $1.41 Billion
Q1 2024 Apr 08, 2024	SELL	$48.05 - $48.63 $29,646 - $30,004	-617 Reduced 1.93%	31,276 $1.51 Billion
Q4 2023 Jan 19, 2024	SELL	$47.66 - $48.45 $275,665 - $280,234	-5,784 Reduced 15.35%	31,893 $1.54 Billion
Q3 2023 Oct 11, 2023	SELL	$47.78 - $48.2 $46,155 - $46,561	-966 Reduced 2.5%	37,677 $1.8 Billion
Q2 2023 Jul 07, 2023	SELL	$48.06 - $48.89 $115,824 - $117,824	-2,410 Reduced 5.87%	38,643 $1.86 Billion
Q1 2023 Apr 25, 2023	SELL	$47.8 - $49.0 $120,121 - $123,137	-2,513 Reduced 5.77%	41,053 $2 Billion
Q4 2022 Feb 03, 2023	BUY	$47.89 - $48.47 $2.09 Million - $2.11 Million	43,566 New	43,566 $2.12 Billion

Others Institutions Holding SCHO

# of Institutions

623

Shares Held

201M

Call Options Held

74.3K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Great Waters Wealth Management Schwab Short Term Us Treasury Transaction History