Heritage Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Heritage Wealth Management, LLC

  • $200 Million
  • Q1 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$47.91 - $48.47 $48,772 - $49,342
1,018 Added 100.0%
2,036 $98,000
Q2 2022

Aug 15, 2022
SELL
N/A
-150 Reduced 12.84%
1,018 $0
Q3 2021

Nov 10, 2021
SELL
N/A
-67 Reduced 5.43%
1,168 $60,000
Q2 2021

Aug 11, 2021
BUY
N/A
1,235 New
1,235 $63,000

Others Institutions Holding SCHO

# of Institutions
612
Shares Held
168M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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