Optimum Investment Advisors Schwab Short Term Us Treasury Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 24, 2022
SELL
$48.15 - $49.37 $24,075 - $24,685
-500 Reduced 20.08%
1,990 $96,000
Q1 2022

Apr 08, 2022
BUY
$49.47 - $50.82 $24,735 - $25,410
500 Added 25.13%
2,490 $123,000
Q2 2021

Aug 02, 2021
SELL
$51.19 - $51.33 $5,119 - $5,133
-100 Reduced 4.78%
1,990 $102,000
Q1 2021

Apr 15, 2021
SELL
$51.27 - $51.41 $2,563 - $2,570
-50 Reduced 2.34%
2,090 $107,000
Q3 2020

Oct 06, 2020
SELL
$51.49 - $51.63 $157,559 - $157,987
-3,060 Reduced 58.85%
2,140 $110,000
Q2 2020

Jul 16, 2020
SELL
$51.53 - $51.71 $1,288 - $1,292
-25 Reduced 0.48%
5,200 $268,000
Q1 2020

Apr 21, 2020
SELL
$50.48 - $51.73 $271,330 - $278,048
-5,375 Reduced 50.71%
5,225 $270,000
Q4 2019

Jan 22, 2020
BUY
$50.38 - $50.71 $11,839 - $11,916
235 Added 2.27%
10,600 $535,000
Q3 2019

Oct 17, 2019
BUY
$50.39 - $50.59 $16,376 - $16,441
325 Added 3.24%
10,365 $524,000
Q2 2019

Jul 29, 2019
BUY
N/A
1,950 Added 24.1%
10,040 $508,000
Q1 2019

May 03, 2019
BUY
N/A
2,650 Added 48.71%
8,090 $406,000
Q3 2018

Oct 05, 2018
SELL
N/A
-200 Reduced 3.55%
5,440 $270,000
Q1 2018

May 09, 2018
SELL
N/A
-1,300 Reduced 18.73%
5,640 $281,000
Q4 2017

Jan 16, 2018
SELL
N/A
-3,300 Reduced 32.23%
6,940 $347,000
Q3 2017

Nov 21, 2017
SELL
N/A
-925 Reduced 8.28%
10,240 $516,000
Q2 2017

Aug 14, 2017
BUY
N/A
11,165
11,165 $563,000

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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