Great Waters Wealth Management Schwab Short Term Us Treasury Transaction History

Great Waters Wealth Management

$655 Billion
Q2 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 29,206 shares of SCHO stock, worth $1.43 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

29,206

Previous 31,276 6.62%

Holding current value

$1.43 Million

Previous $1.51 Billion 6.78%

% of portfolio

0.21%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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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Great Waters Wealth Management Schwab Short Term Us Treasury Transaction History