Live Oak Private Wealth LLC Schwab Short Term Us Treasury Transaction History

Live Oak Private Wealth LLC

  • $570 Million
  • Q4 2024

A detailed history of Live Oak Private Wealth LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 23,266 shares of SCHO stock, worth $563,502. This represents 0.1% of its overall portfolio holdings.

Number of Shares
23,266
Previous 11,800 97.17%
Holding current value
$563,502
Previous $577,000 3.12%
% of portfolio
0.1%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$24.06 - $48.88 $275,871 - $560,458
11,466 Added 97.17%
23,266 $559,000
Q3 2024

Oct 22, 2024
SELL
$47.93 - $49.06 $1,677 - $1,717
-35 Reduced 0.3%
11,800 $577,000
Q2 2024

Jul 17, 2024
BUY
$47.75 - $48.13 $1,002 - $1,010
21 Added 0.18%
11,835 $569,000
Q1 2024

Apr 23, 2024
SELL
$48.05 - $48.63 $4,180 - $4,230
-87 Reduced 0.73%
11,814 $569,000
Q4 2023

Jan 29, 2024
SELL
$47.66 - $48.45 $2,192 - $2,228
-46 Reduced 0.39%
11,901 $576,000
Q3 2023

Oct 23, 2023
BUY
$47.78 - $48.2 $89,014 - $89,796
1,863 Added 18.47%
11,947 $572,000
Q2 2023

Aug 07, 2023
BUY
$48.06 - $48.89 $18,791 - $19,115
391 Added 4.03%
10,084 $484,000
Q1 2023

May 08, 2023
SELL
$47.8 - $49.0 $50,620 - $51,891
-1,059 Reduced 9.85%
9,693 $472,000
Q4 2022

Feb 10, 2023
SELL
$47.89 - $48.47 $28,255 - $28,597
-590 Reduced 5.2%
10,752 $518,000
Q3 2022

Oct 25, 2022
SELL
$48.15 - $49.37 $68,324 - $70,056
-1,419 Reduced 11.12%
11,342 $547,000
Q2 2022

Jul 27, 2022
BUY
$48.73 - $49.59 $621,843 - $632,817
12,761 New
12,761 $628,000

Others Institutions Holding SCHO

# of Institutions
663
Shares Held
344M
Call Options Held
56.5K
Put Options Held
44.6K
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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