Lummis Asset Management, LP Schwab Short Term Us Treasury Transaction History

Lummis Asset Management, LP

  • $74.6 Billion
  • Q1 2024

A detailed history of Lummis Asset Management, LP transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Lummis Asset Management, LP holds 37,082 shares of SCHO stock, worth $1.78 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
37,082
Previous 37,097 0.04%
Holding current value
$1.78 Million
Previous $1.8 Billion 0.54%
% of portfolio
2.4%
Previous 1.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024
SELL
$48.05 - $48.63 $720 - $729
-15 Reduced 0.04%
37,082 $1.79 Billion
Q4 2023

Feb 14, 2024
BUY
$47.66 - $48.45 $1.77 Million - $1.8 Million
37,097 New
37,097 $1.8 Billion

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
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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