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

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 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
619
Shares Held
176M
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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