Ima Wealth, Inc. Schwab Short Term Us Treasury Transaction History

Ima Wealth, Inc.

  • $211 Million
  • Q1 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 28, 2023
SELL
$47.78 - $48.2 $217,446 - $219,358
-4,551 Reduced 76.09%
1,430 $68,000
Q2 2023

Aug 15, 2023
SELL
$48.06 - $48.89 $745,554 - $758,430
-15,513 Reduced 72.17%
5,981 $287,000
Q1 2023

May 15, 2023
SELL
$47.8 - $49.0 $26,576 - $27,244
-556 Reduced 2.52%
21,494 $1.05 Million
Q4 2022

Feb 15, 2023
SELL
$47.91 - $48.47 $5,988 - $6,058
-125 Reduced 0.56%
22,050 $1.06 Million
Q3 2022

Nov 15, 2022
SELL
N/A
-511 Reduced 2.25%
22,175 $1.07 Million
Q2 2022

Aug 18, 2022
SELL
N/A
-84 Reduced 0.37%
22,686 $1.12 Million
Q1 2022

Jun 13, 2022
BUY
N/A
1,432 Added 6.71%
22,770 $1.13 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-326 Reduced 1.5%
21,338 $1.09 Million
Q3 2021

Nov 03, 2021
BUY
N/A
399 Added 1.88%
21,664 $1.11 Million
Q2 2021

Aug 13, 2021
BUY
N/A
945 Added 4.65%
21,265 $1.09 Million
Q1 2021

May 13, 2021
SELL
N/A
-618 Reduced 2.95%
20,320 $1.04 Million
Q4 2020

Feb 08, 2021
BUY
N/A
3,700 Added 21.46%
20,938 $1.08 Million
Q3 2020

Nov 16, 2020
BUY
N/A
8,787 Added 103.98%
17,238 $888,000
Q2 2020

Aug 13, 2020
SELL
N/A
-2,109 Reduced 19.97%
8,451 $436,000
Q1 2020

Apr 14, 2020
BUY
N/A
932 Added 9.68%
10,560 $546,000
Q4 2019

Feb 24, 2020
BUY
N/A
109 Added 1.15%
9,628 $486,000
Q3 2019

Oct 29, 2019
SELL
N/A
-589 Reduced 5.83%
9,519 $482,000
Q2 2019

Jul 19, 2019
BUY
N/A
512 Added 5.34%
10,108 $511,000
Q1 2019

May 09, 2019
BUY
N/A
2,865 Added 42.56%
9,596 $482,000
Q4 2018

Jan 15, 2019
BUY
N/A
144 Added 2.19%
6,731 $336,000
Q3 2018

Oct 18, 2018
BUY
N/A
497 Added 8.16%
6,587 $327,000
Q2 2018

Aug 01, 2018
SELL
N/A
-22 Reduced 0.36%
6,090 $303,000
Q1 2018

Apr 20, 2018
BUY
N/A
147 Added 2.46%
6,112 $305,000
Q4 2017

Feb 05, 2018
BUY
N/A
5,965
5,965 $298,000

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
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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