Minich Mac Gregor Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $444 Million
  • Q3 2024

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 09, 2023
BUY
$47.89 - $48.47 $129,638 - $131,208
2,707 New
2,707 $0
Q1 2022

Apr 26, 2022
SELL
$49.47 - $50.82 $10.3 Million - $10.6 Million
-208,211 Closed
0 $0
Q4 2021

Jan 18, 2022
BUY
$50.83 - $51.21 $277,684 - $279,760
5,463 Added 2.69%
208,211 $10.6 Million
Q3 2021

Nov 03, 2021
BUY
$51.18 - $51.3 $5.04 Million - $5.05 Million
98,464 Added 94.42%
202,748 $10.4 Million
Q2 2021

Aug 02, 2021
SELL
$51.19 - $51.33 $375,376 - $376,402
-7,333 Reduced 6.57%
104,284 $5.34 Million
Q1 2021

Apr 27, 2021
SELL
$51.27 - $51.41 $3.49 Million - $3.49 Million
-67,975 Reduced 37.85%
111,617 $5.73 Million
Q4 2020

Jan 19, 2021
SELL
$51.37 - $51.48 $1.77 Million - $1.78 Million
-34,501 Reduced 16.11%
179,592 $9.23 Million
Q3 2020

Oct 14, 2020
SELL
$51.49 - $51.63 $15.9 Million - $16 Million
-309,257 Reduced 59.09%
214,093 $11 Million
Q2 2020

Aug 05, 2020
BUY
$51.53 - $51.71 $27 Million - $27.1 Million
523,350 New
523,350 $27 Million
Q1 2020

Apr 21, 2020
SELL
$50.48 - $51.73 $21 Million - $21.5 Million
-415,936 Closed
0 $0
Q4 2019

Jan 13, 2020
BUY
$50.38 - $50.71 $969,361 - $975,711
19,241 Added 4.85%
415,936 $21 Million
Q3 2019

Oct 21, 2019
BUY
$50.39 - $50.59 $14.1 Million - $14.2 Million
280,763 Added 242.18%
396,695 $20.1 Million
Q2 2019

Aug 05, 2019
SELL
N/A
-7,156 Reduced 5.81%
115,932 $5.85 Million
Q1 2019

Apr 16, 2019
BUY
N/A
123,088 New
123,088 $6.16 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-226,718 Closed
0 $0
Q3 2018

Oct 17, 2018
SELL
N/A
-76,023 Reduced 25.11%
226,718 $11.2 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-124,209 Reduced 29.09%
302,741 $15 Million
Q1 2018

Jul 03, 2018
BUY
N/A
19,819 Added 4.87%
426,950 $21.3 Million
Q4 2017

Jul 03, 2018
BUY
N/A
1,971 Added 0.49%
407,131 $20.4 Million
Q3 2017

Jul 03, 2018
SELL
N/A
-502 Reduced 0.12%
405,160 $20.4 Million
Q2 2017

Jul 02, 2018
BUY
N/A
7,921 Added 1.99%
405,662 $20.5 Million
Q1 2017

Jun 28, 2018
BUY
N/A
4,375 Added 1.11%
397,741 $20.1 Million
Q4 2016

Jun 28, 2018
SELL
N/A
-2,519 Reduced 0.64%
393,366 $19.8 Million
Q3 2016

Jun 28, 2018
SELL
N/A
-3,844 Reduced 0.96%
395,885 $20.1 Million
Q2 2016

Jun 28, 2018
SELL
N/A
-586 Reduced 0.15%
399,729 $20.4 Million
Q1 2016

Jun 28, 2018
SELL
N/A
-10,501 Reduced 2.56%
400,315 $20.3 Million
Q4 2015

Jun 27, 2018
BUY
N/A
410,816
410,816 $20.8 Million

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
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
  • Industry ETFs
More about SCHO
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