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

Mc Lean Asset Management Corp

$292 Billion
Q1 2024

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 36,598 shares of SCHO stock, worth $1.76 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

36,598

Previous 36,765 0.45%

Holding current value

$1.76 Million

Previous $1.78 Billion 1.22%

% of portfolio

0.6%

Previous 0.67%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$47.91 - $48.47 $5.62 Million - $5.68 Million	117,281 New	117,281 $5.66 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

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