Peterson Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Peterson Wealth Advisors, LLC

  • $482 Million
  • Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 367,063 shares of SCHO stock, worth $8.87 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
367,063
Previous 170,830 114.87%
Holding current value
$8.87 Million
Previous $8.37 Million 5.55%
% of portfolio
1.83%
Previous 1.74%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$24.06 - $48.88 $4.72 Million - $9.59 Million
196,233 Added 114.87%
367,063 $8.83 Million
Q3 2024

Oct 24, 2024
BUY
$47.93 - $49.06 $620,070 - $634,689
12,937 Added 8.19%
170,830 $8.37 Million
Q2 2024

Jul 18, 2024
BUY
$47.75 - $48.13 $82,416 - $83,072
1,726 Added 1.11%
157,893 $7.6 Million
Q1 2024

Apr 15, 2024
BUY
$48.05 - $48.63 $826,171 - $836,144
17,194 Added 12.37%
156,167 $7.53 Million
Q4 2023

Jan 10, 2024
SELL
$47.66 - $48.45 $16,252 - $16,521
-341 Reduced 0.24%
138,973 $6.73 Million
Q3 2023

Oct 05, 2023
BUY
$47.78 - $48.2 $292,270 - $294,839
6,117 Added 4.59%
139,314 $6.67 Million
Q2 2023

Jul 13, 2023
BUY
$48.06 - $48.89 $5.88 Million - $5.98 Million
122,314 Added 1123.9%
133,197 $6.4 Million
Q1 2023

Apr 06, 2023
BUY
$47.8 - $49.0 $520,207 - $533,267
10,883 New
10,883 $530,000

Others Institutions Holding SCHO

# of Institutions
627
Shares Held
198M
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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