Independent Wealth Network Inc. Schwab Short Term Us Treasury Transaction History

Independent Wealth Network Inc.

  • $218 Million
  • Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Independent Wealth Network Inc. holds 9,180 shares of SCHO stock, worth $220,870. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,180
Previous 9,202 0.24%
Holding current value
$220,870
Previous $442,000 1.58%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Oct 15, 2024
SELL
$47.93 - $49.06 $1,054 - $1,079
-22 Reduced 0.24%
9,180 $449,000
Q2 2024

Jul 18, 2024
BUY
$47.75 - $48.13 $10,314 - $10,396
216 Added 2.4%
9,202 $442,000
Q1 2024

May 20, 2024
BUY
$48.05 - $48.63 $431,777 - $436,989
8,986 New
8,986 $433,000
Q4 2023

Jan 12, 2024
SELL
$47.66 - $48.45 $714 - $726
-15 Reduced 0.16%
9,136 $442,000
Q3 2023

Oct 11, 2023
BUY
$47.78 - $48.2 $3,105 - $3,133
65 Added 0.72%
9,151 $438,000
Q2 2023

Jul 12, 2023
BUY
$48.06 - $48.89 $14,273 - $14,520
297 Added 3.38%
9,086 $436,000
Q1 2023

Apr 18, 2023
SELL
$47.8 - $49.0 $29,540 - $30,282
-618 Reduced 6.57%
8,789 $428,000
Q4 2022

Jan 25, 2023
SELL
$47.89 - $48.47 $240,838 - $243,755
-5,029 Reduced 34.84%
9,407 $0
Q3 2022

Oct 17, 2022
SELL
$48.15 - $49.37 $20,993 - $21,525
-436 Reduced 2.93%
14,436 $697,000
Q2 2022

Jul 26, 2022
BUY
$48.73 - $49.59 $319,668 - $325,310
6,560 Added 78.92%
14,872 $732,000
Q1 2022

Apr 20, 2022
SELL
$49.47 - $50.82 $47,936 - $49,244
-969 Reduced 10.44%
8,312 $412,000
Q4 2021

Feb 10, 2022
BUY
$50.83 - $51.21 $254 - $256
5 Added 0.05%
9,281 $472,000
Q3 2021

Nov 04, 2021
BUY
$51.18 - $51.3 $474,745 - $475,858
9,276 New
9,276 $473,000

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
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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