Jfs Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Jfs Wealth Advisors, LLC

$1.27 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$51.18 - $51.3 $15,354 - $15,390	-300 Closed	0 $0
Q4 2020 Feb 01, 2021	SELL	$51.37 - $51.48 $276,165 - $276,756	-5,376 Reduced 94.71%	300 $15,000
Q3 2020 Oct 28, 2020	SELL	$51.49 - $51.63 $279,590 - $280,350	-5,430 Reduced 48.89%	5,676 $292,000
Q2 2020 Aug 05, 2020	SELL	$51.53 - $51.71 $427,132 - $428,624	-8,289 Reduced 42.74%	11,106 $573,000
Q1 2020 Apr 29, 2020	BUY	$50.48 - $51.73 $963,915 - $987,784	19,095 Added 6365.0%	19,395 $1 Million
Q4 2019 Feb 03, 2020	SELL	$50.38 - $50.71 $1.15 Million - $1.16 Million	-22,870 Reduced 98.71%	300 $15,000
Q3 2019 Oct 31, 2019	BUY	$50.39 - $50.59 $267,822 - $268,885	5,315 Added 29.77%	23,170 $1.17 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-595 Reduced 3.22%	17,855 $903,000
Q1 2019 Apr 23, 2019	SELL	N/A	-32,629 Reduced 63.88%	18,450 $926,000
Q4 2018 Jan 28, 2019	BUY	N/A	35,209 Added 221.86%	51,079 $2.55 Million
Q3 2018 Nov 09, 2018	BUY	N/A	4,369 Added 37.99%	15,870 $787,000
Q2 2018 Jul 26, 2018	BUY	N/A	2,484 Added 27.55%	11,501 $572,000
Q1 2018 Apr 26, 2018	BUY	N/A	4,107 Added 83.65%	9,017 $449,000
Q4 2017 Jan 31, 2018	BUY	N/A	2,552 Added 108.23%	4,910 $246,000
Q3 2017 Oct 20, 2017	BUY	N/A	2,358	2,358 $119,000

Others Institutions Holding SCHO

# of Institutions

606

Shares Held

168M

Call Options Held

42K

Put Options Held

33.9K

About SCHWAB SHORT-TERM US TREASURY

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