A detailed history of Nelson Capital Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Nelson Capital Management, LLC holds 14,948 shares of SCHO stock, worth $360,097. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,948
Previous 15,488 3.49%
Holding current value
$360,097
Previous $745,000 1.74%
% of portfolio
0.12%
Previous 0.13%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$47.93 - $49.06 $25,882 - $26,492
-540 Reduced 3.49%
14,948 $732,000
Q2 2024

Aug 07, 2024

SELL
$47.75 - $48.13 $26,167 - $26,375
-548 Reduced 3.42%
15,488 $745,000
Q1 2024

May 06, 2024

SELL
$48.05 - $48.63 $67,510 - $68,325
-1,405 Reduced 8.06%
16,036 $773,000
Q4 2023

Jan 26, 2024

BUY
$47.66 - $48.45 $131,636 - $133,818
2,762 Added 18.82%
17,441 $845,000
Q3 2023

Nov 14, 2023

SELL
$47.78 - $48.2 $525 - $530
-11 Reduced 0.07%
14,679 $702,000
Q2 2023

Aug 10, 2023

SELL
$48.06 - $48.89 $220,739 - $224,551
-4,593 Reduced 23.82%
14,690 $706,000
Q1 2023

May 09, 2023

BUY
$47.8 - $49.0 $181,496 - $186,053
3,797 Added 24.52%
19,283 $940,000
Q4 2022

Feb 02, 2023

SELL
$47.89 - $48.47 $2,873 - $2,908
-60 Reduced 0.39%
15,486 $747,000
Q3 2022

Nov 02, 2022

SELL
$48.15 - $49.37 $1.02 Million - $1.04 Million
-21,122 Reduced 57.6%
15,546 $750,000
Q2 2022

Jul 27, 2022

BUY
$48.73 - $49.59 $389,596 - $396,472
7,995 Added 27.88%
36,668 $1.8 Million
Q1 2022

May 02, 2022

SELL
$49.47 - $50.82 $630,445 - $647,650
-12,744 Reduced 30.77%
28,673 $1.42 Million
Q4 2021

Feb 14, 2022

SELL
$50.83 - $51.21 $581,952 - $586,303
-11,449 Reduced 21.66%
41,417 $2.11 Million
Q3 2021

Nov 09, 2021

BUY
$51.18 - $51.3 $9,058 - $9,080
177 Added 0.34%
52,866 $2.71 Million
Q2 2021

Aug 10, 2021

SELL
$51.19 - $51.33 $849,651 - $851,975
-16,598 Reduced 23.96%
52,689 $2.7 Million
Q1 2021

May 10, 2021

SELL
$51.27 - $51.41 $660,921 - $662,726
-12,891 Reduced 15.69%
69,287 $3.56 Million
Q4 2020

Feb 17, 2021

SELL
$51.37 - $51.48 $1.99 Million - $1.99 Million
-38,718 Reduced 32.03%
82,178 $4.22 Million
Q3 2020

Nov 13, 2020

BUY
$51.49 - $51.63 $2.47 Million - $2.48 Million
48,026 Added 65.91%
120,896 $6.23 Million
Q2 2020

Aug 13, 2020

SELL
$51.53 - $51.71 $41,275 - $41,419
-801 Reduced 1.09%
72,870 $3.76 Million
Q1 2020

May 12, 2020

SELL
$50.48 - $51.73 $107,825 - $110,495
-2,136 Reduced 2.82%
73,671 $3.81 Million
Q4 2019

Feb 10, 2020

BUY
$50.38 - $50.71 $3.82 Million - $3.84 Million
75,807 New
75,807 $3.83 Million

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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