Newman & Schimel, LLC Schwab Short Term Us Treasury Transaction History

Newman & Schimel, LLC

  • $221 Million
  • Q4 2022

A detailed history of Newman & Schimel, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Newman & Schimel, LLC holds 133,187 shares of SCHO stock, worth $6.41 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
133,187
Previous 106,741 24.78%
Holding current value
$6.41 Million
Previous $5.15 Million 24.71%
% of portfolio
2.91%
Previous 2.54%

Shares

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

Jan 20, 2023
BUY
$47.91 - $48.47 $1.27 Million - $1.28 Million
26,446 Added 24.78%
133,187 $0
Q3 2022

Oct 25, 2022
BUY
N/A
5,247 Added 5.17%
106,741 $5.15 Million
Q2 2022

Jul 14, 2022
BUY
N/A
101,494 New
101,494 $4.99 Million

Others Institutions Holding SCHO

# of Institutions
612
Shares Held
168M
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
Track This Portfolio

Track Newman & Schimel, LLC Portfolio

Follow Newman & Schimel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Newman & Schimel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Newman & Schimel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email