Herold Advisors, Inc. Schwab Short Term Us Treasury Transaction History

Herold Advisors, Inc.

$423 Million
Q2 2024

A detailed history of Herold Advisors, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Herold Advisors, Inc. holds 38,730 shares of SCHO stock, worth $1.9 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

38,730

Previous 40,363 4.05%

Holding current value

$1.9 Million

Previous $1.95 Million 4.16%

% of portfolio

0.44%

Previous 0.48%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$47.75 - $48.13 $77,975 - $78,596	-1,633 Reduced 4.05%	38,730 $1.86 Million
Q1 2024 May 10, 2024	BUY	$48.05 - $48.63 $88,604 - $89,673	1,844 Added 4.79%	40,363 $1.95 Million
Q4 2023 Feb 02, 2024	BUY	$47.66 - $48.45 $1.61 Million - $1.63 Million	33,694 Added 698.32%	38,519 $1.87 Million
Q2 2023 Jul 14, 2023	BUY	$48.06 - $48.89 $231,889 - $235,894	4,825 New	4,825 $231,000

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
Sector ETFs
Industry ETFs

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Herold Advisors, Inc. Schwab Short Term Us Treasury Transaction History