Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Short Term Us Treasury Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.1 Billion
  • Q1 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 367,689 shares of SCHO stock, worth $17.7 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
367,689
Previous 343,123 7.16%
Holding current value
$17.7 Million
Previous $16.6 Million 6.63%
% of portfolio
0.84%
Previous 1.02%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$48.05 - $48.63 $1.18 Million - $1.19 Million
24,566 Added 7.16%
367,689 $17.7 Million
Q4 2023

Jan 30, 2024
BUY
$47.66 - $48.45 $1.03 Million - $1.05 Million
21,605 Added 6.72%
343,123 $16.6 Million
Q3 2023

Oct 17, 2023
BUY
$47.78 - $48.2 $578,711 - $583,798
12,112 Added 3.91%
321,518 $15.4 Million
Q2 2023

Jul 19, 2023
BUY
$48.06 - $48.89 $525,007 - $534,074
10,924 Added 3.66%
309,406 $14.9 Million
Q1 2023

May 10, 2023
BUY
$47.8 - $49.0 $552,376 - $566,244
11,556 Added 4.03%
298,482 $14.6 Million
Q4 2022

Feb 14, 2023
BUY
$47.91 - $48.47 $49,682 - $50,263
1,037 Added 0.36%
286,926 $13.8 Million
Q3 2022

Oct 26, 2022
BUY
N/A
16,471 Added 6.11%
285,889 $13.8 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-1,349 Reduced 0.5%
269,418 $13.3 Million
Q1 2022

May 13, 2022
BUY
N/A
19,336 Added 7.69%
270,767 $13.4 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-1,726 Reduced 0.68%
251,431 $12.8 Million
Q3 2021

Nov 02, 2021
BUY
N/A
26,181 Added 11.53%
253,157 $13 Million
Q2 2021

Jul 27, 2021
BUY
N/A
15,614 Added 7.39%
226,976 $11.6 Million
Q1 2021

May 11, 2021
BUY
N/A
36,998 Added 21.22%
211,362 $10.8 Million
Q4 2020

Feb 09, 2021
BUY
N/A
9,449 Added 5.73%
174,364 $8.96 Million
Q3 2020

Oct 20, 2020
BUY
N/A
23,549 Added 16.66%
164,915 $8.49 Million
Q2 2020

Jul 02, 2020
BUY
N/A
15,483 Added 12.3%
141,366 $0
Q1 2020

Apr 01, 2020
SELL
N/A
-5,326 Reduced 4.06%
125,883 $0
Q4 2019

Feb 11, 2020
BUY
N/A
35,882 Added 37.64%
131,209 $0
Q3 2019

Oct 09, 2019
BUY
N/A
4,708 Added 5.2%
95,327 $0
Q2 2019

Aug 14, 2019
BUY
N/A
1,335 Added 1.5%
90,619 $4.58 Million
Q1 2019

May 08, 2019
SELL
N/A
-143 Reduced 0.16%
89,284 $4.48 Million
Q4 2018

Feb 13, 2019
BUY
N/A
3,576 Added 4.17%
89,427 $4.46 Million
Q3 2018

Nov 14, 2018
BUY
N/A
6,594 Added 8.32%
85,851 $4.24 Million
Q2 2018

Aug 16, 2018
BUY
N/A
3,779 Added 5.01%
79,257 $3.94 Million
Q1 2018

May 15, 2018
BUY
N/A
4,475 Added 6.3%
75,478 $3.76 Million
Q4 2017

Feb 08, 2018
BUY
N/A
5,910 Added 9.08%
71,003 $3.55 Million
Q3 2017

Nov 08, 2017
BUY
N/A
65,093
65,093 $3.28 Million

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

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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