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

Peterson Wealth Advisors, LLC

$480 Million
Q3 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 170,830 shares of SCHO stock, worth $4.13 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

170,830

Previous 157,893 8.19%

Holding current value

$4.13 Million

Previous $7.6 Million 10.11%

% of portfolio

1.74%

Previous 1.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

622

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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