Pensionmark Financial Group, LLC Schwab Short Term Us Treasury Transaction History

Pensionmark Financial Group, LLC

  • $584 Million
  • Q1 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$47.66 - $48.45 $947,576 - $963,282
-19,882 Reduced 8.1%
225,663 $10.9 Million
Q3 2023

Nov 14, 2023
SELL
$47.78 - $48.2 $172,342 - $173,857
-3,607 Reduced 1.45%
245,545 $11.8 Million
Q2 2023

Aug 14, 2023
SELL
$48.06 - $48.89 $708,933 - $721,176
-14,751 Reduced 5.59%
249,152 $12 Million
Q1 2023

May 15, 2023
BUY
$47.8 - $49.0 $280,203 - $287,238
5,862 Added 2.27%
263,903 $12.9 Million
Q4 2022

Feb 14, 2023
BUY
$47.91 - $48.47 $1.31 Million - $1.33 Million
27,370 Added 11.87%
258,041 $12.4 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-5,491 Reduced 2.33%
230,671 $11.1 Million
Q2 2022

Aug 09, 2022
BUY
N/A
21,735 Added 10.14%
236,162 $11.6 Million
Q1 2022

May 12, 2022
SELL
N/A
-20,476 Reduced 8.72%
214,427 $10.6 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-3,676 Reduced 1.54%
234,903 $11.8 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-13,807 Reduced 5.47%
238,579 $12.2 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-542 Reduced 0.21%
252,386 $12.9 Million
Q1 2021

May 17, 2021
BUY
N/A
33,937 Added 15.5%
252,928 $13 Million
Q4 2020

Feb 16, 2021
BUY
N/A
73,563 Added 50.58%
218,991 $11.3 Million
Q3 2020

Nov 13, 2020
BUY
N/A
5,725 Added 4.1%
145,428 $7.49 Million
Q2 2020

Aug 14, 2020
BUY
N/A
17,738 Added 14.54%
139,703 $7.2 Million
Q1 2020

Apr 23, 2020
SELL
N/A
-16,975 Reduced 12.22%
121,965 $6.31 Million
Q4 2019

Feb 13, 2020
BUY
N/A
6,625 Added 5.01%
138,940 $7.01 Million
Q3 2019

Nov 12, 2019
BUY
N/A
11,382 Added 9.41%
132,315 $6.69 Million
Q2 2019

Aug 12, 2019
BUY
N/A
13,356 Added 12.42%
120,933 $6.12 Million
Q1 2019

May 14, 2019
SELL
N/A
-3,831 Reduced 3.44%
107,577 $5.4 Million
Q4 2018

Feb 14, 2019
BUY
N/A
111,408 New
111,408 $5.56 Million

Others Institutions Holding SCHO

# of Institutions
613
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
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