A detailed history of Ledge Wealth Management, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 51,644 shares of SCHO stock, worth $1.25 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
51,644
Previous 49,891 3.51%
Holding current value
$1.25 Million
Previous $2.39 Million 4.73%
% of portfolio
0.97%
Previous 1.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

BUY
$47.66 - $48.45 $83,547 - $84,932
1,753 Added 3.51%
51,644 $2.5 Million
Q3 2023

Oct 23, 2023

BUY
$47.78 - $48.2 $217,733 - $219,647
4,557 Added 10.05%
49,891 $2.39 Million
Q2 2023

Jul 11, 2023

BUY
$48.06 - $48.89 $13,841 - $14,080
288 Added 0.64%
45,334 $2.18 Million
Q1 2023

Apr 14, 2023

SELL
$47.8 - $49.0 $492,770 - $505,141
-10,309 Reduced 18.62%
45,046 $2.2 Million
Q4 2022

Feb 02, 2023

BUY
$47.89 - $48.47 $687,317 - $695,641
14,352 Added 35.0%
55,355 $2.67 Million
Q3 2022

Oct 18, 2022

SELL
$48.15 - $49.37 $1.04 Million - $1.07 Million
-21,587 Reduced 34.49%
41,003 $1.98 Million
Q2 2022

Jul 20, 2022

BUY
$48.73 - $49.59 $917,147 - $933,333
18,821 Added 43.0%
62,590 $3.08 Million
Q1 2022

May 10, 2022

BUY
$49.47 - $50.82 $2.17 Million - $2.22 Million
43,769 New
43,769 $2.17 Million

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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