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

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,975 shares of SCHO stock, worth $119,897. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,975
Previous 4,563 9.03%
Holding current value
$119,897
Previous $219,000 10.96%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$47.93 - $49.06 $19,747 - $20,212
412 Added 9.03%
4,975 $243,000
Q2 2024

Aug 14, 2024
BUY
$47.75 - $48.13 $525 - $529
11 Added 0.24%
4,563 $219,000
Q1 2024

May 15, 2024
SELL
$48.05 - $48.63 $12,781 - $12,935
-266 Reduced 5.52%
4,552 $219,000
Q4 2023

Feb 14, 2024
SELL
$47.66 - $48.45 $105,995 - $107,752
-2,224 Reduced 31.58%
4,818 $233,000
Q3 2023

Nov 14, 2023
SELL
$47.78 - $48.2 $144,391 - $145,660
-3,022 Reduced 30.03%
7,042 $337,000
Q2 2023

Aug 14, 2023
BUY
$48.06 - $48.89 $42,340 - $43,072
881 Added 9.59%
10,064 $483,000
Q1 2023

May 15, 2023
SELL
$47.8 - $49.0 $226,524 - $232,211
-4,739 Reduced 34.04%
9,183 $448,000
Q4 2022

Feb 14, 2023
BUY
$47.89 - $48.47 $254,774 - $257,860
5,320 Added 61.85%
13,922 $671,000
Q3 2022

Nov 22, 2022
BUY
$48.15 - $49.37 $126,393 - $129,596
2,625 Added 43.92%
8,602 $415,000
Q2 2022

Aug 15, 2022
BUY
$48.73 - $49.59 $9,161 - $9,322
188 Added 3.25%
5,977 $294,000
Q1 2022

May 16, 2022
SELL
$49.47 - $50.82 $7,074 - $7,267
-143 Reduced 2.41%
5,789 $287,000
Q4 2021

Feb 14, 2022
SELL
$50.83 - $51.21 $118,789 - $119,677
-2,337 Reduced 28.26%
5,932 $302,000
Q3 2021

Nov 15, 2021
SELL
$51.18 - $51.3 $87,415 - $87,620
-1,708 Reduced 17.12%
8,269 $423,000
Q2 2021

Aug 16, 2021
BUY
$51.19 - $51.33 $143,024 - $143,416
2,794 Added 38.9%
9,977 $511,000
Q1 2021

May 18, 2021
BUY
$51.27 - $51.41 $66,497 - $66,678
1,297 Added 22.04%
7,183 $369,000
Q4 2020

Feb 17, 2021
BUY
$51.37 - $51.48 $99,606 - $99,819
1,939 Added 49.13%
5,886 $302,000
Q2 2020

Aug 14, 2020
SELL
$51.53 - $51.71 $7,471 - $7,497
-145 Reduced 3.54%
3,947 $204,000
Q1 2020

May 13, 2020
SELL
$50.48 - $51.73 $4,492 - $4,603
-89 Reduced 2.13%
4,092 $212,000
Q3 2019

Nov 15, 2019
SELL
$50.39 - $50.59 $50 - $50
-1 Reduced 0.02%
4,181 $212,000
Q2 2019

Aug 12, 2019
BUY
N/A
59 Added 1.43%
4,182 $212,000
Q4 2018

Feb 15, 2019
SELL
N/A
-774 Reduced 15.81%
4,123 $206,000
Q3 2018

Nov 14, 2018
SELL
N/A
-3,340 Reduced 40.55%
4,897 $243,000
Q2 2018

Aug 13, 2018
BUY
N/A
8,237 New
8,237 $410,000

Others Institutions Holding SCHO

# of Institutions
625
Shares Held
186M
Call Options Held
74.3K
Put Options Held
30.8K
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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