Human Investing LLC Schwab Short Term Us Treasury Transaction History

Human Investing LLC

$550 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	$51.37 - $51.48 $19,828 - $19,871	-386 Closed	0 $0
Q3 2020 Oct 27, 2020	SELL	$51.49 - $51.63 $5,251 - $5,266	-102 Reduced 20.9%	386 $20,000
Q2 2020 Jul 22, 2020	SELL	$51.53 - $51.71 $106,564 - $106,936	-2,068 Reduced 80.91%	488 $25,000
Q1 2020 Apr 22, 2020	SELL	$50.48 - $51.73 $588,142 - $602,706	-11,651 Reduced 82.01%	2,556 $132,000
Q4 2019 Feb 07, 2020	BUY	$50.38 - $50.71 $153,356 - $154,361	3,044 Added 27.27%	14,207 $717,000
Q3 2019 Nov 07, 2019	BUY	$50.39 - $50.59 $47,064 - $47,251	934 Added 9.13%	11,163 $565,000
Q2 2019 Aug 16, 2019	SELL	N/A	-489 Reduced 4.56%	10,229 $518,000
Q1 2019 May 14, 2019	BUY	N/A	457 Added 4.45%	10,718 $538,000
Q4 2018 Feb 14, 2019	BUY	N/A	10,261 New	10,261 $512,000

Others Institutions Holding SCHO

# of Institutions

622

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

Bank Of America Corp Charlotte, NC

78.2M
Shares

$1.89 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$295 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

8.71M
Shares

$211 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

8.65M
Shares

$210 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

7.75M
Shares

$188 Million
0.51% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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