Mc Lean Asset Management Corp Schwab Short Term Us Treasury Transaction History

Mc Lean Asset Management Corp

$303 Billion
Q1 2025

A detailed history of Mc Lean Asset Management Corp transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Mc Lean Asset Management Corp holds 96,014 shares of SCHO stock, worth $2.34 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

96,014

Previous 99,500 3.5%

Holding current value

$2.34 Million

Previous $2.39 Billion 2.34%

% of portfolio

0.77%

Previous 0.72%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$24.1 - $24.34 $84,012 - $84,849	-3,486 Reduced 3.5%	96,014 $2.34 Billion
Q4 2024 Jan 22, 2025	BUY	$24.06 - $48.88 $1.27 Million - $2.58 Million	52,739 Added 112.78%	99,500 $2.39 Billion
Q3 2024 Oct 07, 2024	BUY	$47.93 - $49.06 $692,732 - $709,064	14,453 Added 44.74%	46,761 $2.27 Billion
Q2 2024 Jul 11, 2024	SELL	$47.75 - $48.13 $204,847 - $206,477	-4,290 Reduced 11.72%	32,308 $1.55 Billion
Q1 2024 Apr 10, 2024	SELL	$48.05 - $48.63 $8,024 - $8,121	-167 Reduced 0.45%	36,598 $1.76 Billion
Q4 2023 Jan 08, 2024	SELL	$47.66 - $48.45 $1.87 Million - $1.9 Million	-39,183 Reduced 51.59%	36,765 $1.78 Billion
Q3 2023 Oct 11, 2023	SELL	$47.78 - $48.2 $18,251 - $18,412	-382 Reduced 0.5%	75,948 $3.64 Billion
Q2 2023 Jul 10, 2023	SELL	$48.06 - $48.89 $196,853 - $200,253	-4,096 Reduced 5.09%	76,330 $3.67 Billion
Q1 2023 Apr 11, 2023	SELL	$47.8 - $49.0 $1.76 Million - $1.81 Million	-36,855 Reduced 31.42%	80,426 $3.92 Billion
Q4 2022 Jan 19, 2023	BUY	$47.89 - $48.47 $5.62 Million - $5.68 Million	117,281 New	117,281 $5.66 Billion

Others Institutions Holding SCHO

# of Institutions

692

Shares Held

307M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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Mc Lean Asset Management Corp Schwab Short Term Us Treasury Transaction History