Lutz Financial Services LLC Schwab Short Term Us Treasury Transaction History

Lutz Financial Services LLC

  • $1.24 Billion
  • Q4 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 03, 2023
SELL
$47.78 - $48.2 $13,426 - $13,544
-281 Reduced 5.69%
4,660 $223,000
Q2 2023

Aug 07, 2023
SELL
$48.06 - $48.89 $204,062 - $207,586
-4,246 Reduced 46.22%
4,941 $237,000
Q1 2023

May 01, 2023
SELL
$47.8 - $49.0 $153,916 - $157,780
-3,220 Reduced 25.95%
9,187 $448,000
Q4 2022

Feb 06, 2023
SELL
$47.89 - $48.47 $112,541 - $113,904
-2,350 Reduced 15.92%
12,407 $598,000
Q3 2022

Oct 21, 2022
SELL
$48.15 - $49.37 $63,846 - $65,464
-1,326 Reduced 8.24%
14,757 $712,000
Q2 2022

Jul 20, 2022
BUY
$48.73 - $49.59 $119,583 - $121,693
2,454 Added 18.01%
16,083 $791,000
Q1 2022

Apr 25, 2022
BUY
$49.47 - $50.82 $46,699 - $47,974
944 Added 7.44%
13,629 $675,000
Q4 2021

Jan 19, 2022
SELL
$50.83 - $51.21 $5,692 - $5,735
-112 Reduced 0.88%
12,685 $645,000
Q3 2021

Oct 27, 2021
BUY
$51.18 - $51.3 $511 - $513
10 Added 0.08%
12,797 $655,000
Q2 2021

Jul 26, 2021
BUY
$51.19 - $51.33 $614 - $615
12 Added 0.09%
12,787 $655,000
Q1 2021

Apr 27, 2021
SELL
$51.27 - $51.41 $93,157 - $93,411
-1,817 Reduced 12.45%
12,775 $655,000
Q4 2020

Feb 12, 2021
BUY
$51.37 - $51.48 $1,746 - $1,750
34 Added 0.23%
14,592 $750,000
Q3 2020

Nov 05, 2020
SELL
$51.49 - $51.63 $2,265 - $2,271
-44 Reduced 0.3%
14,558 $750,000
Q2 2020

Jul 28, 2020
BUY
$51.53 - $51.71 $73,739 - $73,997
1,431 Added 10.86%
14,602 $754,000
Q1 2020

Apr 27, 2020
SELL
$50.48 - $51.73 $130,995 - $134,239
-2,595 Reduced 16.46%
13,171 $681,000
Q4 2019

Feb 03, 2020
SELL
$50.38 - $50.71 $17,431 - $17,545
-346 Reduced 2.15%
15,766 $796,000
Q3 2019

Oct 31, 2019
BUY
$50.39 - $50.59 $44,292 - $44,468
879 Added 5.77%
16,112 $815,000
Q2 2019

Aug 13, 2019
SELL
N/A
-4,577 Reduced 23.1%
15,233 $771,000
Q1 2019

May 06, 2019
SELL
N/A
-4,995 Reduced 20.14%
19,810 $994,000
Q4 2018

Feb 13, 2019
BUY
N/A
3,690 Added 17.48%
24,805 $1.24 Million
Q3 2018

Nov 13, 2018
BUY
N/A
747 Added 3.67%
21,115 $1.05 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-250 Reduced 1.21%
20,368 $1.01 Million
Q1 2018

Apr 17, 2018
SELL
N/A
-849 Reduced 3.95%
20,618 $1.03 Million
Q4 2017

Apr 17, 2018
BUY
N/A
21,467
21,467 $1.07 Million

Others Institutions Holding SCHO

# of Institutions
627
Shares Held
209M
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
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More about SCHO
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