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

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 144 shares of SCHO stock, worth $3,497. This represents 0.0% of its overall portfolio holdings.

Number of Shares
144
Holding current value
$3,497
% of portfolio
0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$24.1 - $24.34 $3,470 - $3,504
144 New
144 $3,000
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
691
Shares Held
306M
Call Options Held
104K
Put Options Held
38.4K
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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