Resource Planning Group Schwab Short Term Us Treasury Transaction History

Resource Planning Group

  • $158 Million
  • Q4 2023

A detailed history of Resource Planning Group transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Resource Planning Group holds 81,727 shares of SCHO stock, worth $3.93 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares
81,727
Previous 101,762 19.69%
Holding current value
$3.93 Million
Previous $4.87 Million 18.76%
% of portfolio
2.51%
Previous 4.1%

Shares

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

Jan 09, 2024
SELL
$47.66 - $48.45 $954,868 - $970,695
-20,035 Reduced 19.69%
81,727 $3.96 Million
Q3 2023

Nov 13, 2023
SELL
$47.78 - $48.2 $30,101 - $30,366
-630 Reduced 0.62%
101,762 $4.87 Million
Q2 2023

Jul 28, 2023
SELL
$48.06 - $48.89 $119,765 - $121,833
-2,492 Reduced 2.38%
102,392 $4.92 Million
Q1 2023

May 11, 2023
SELL
$47.8 - $49.0 $196,792 - $201,733
-4,117 Reduced 3.78%
104,884 $5.12 Million
Q4 2022

Jan 30, 2023
BUY
$47.91 - $48.47 $5.01 Million - $5.07 Million
104,658 Added 2409.81%
109,001 $5.26 Million
Q3 2022

Nov 03, 2022
SELL
N/A
-2,270 Reduced 34.33%
4,343 $210,000
Q2 2022

Aug 02, 2022
SELL
N/A
-8,376 Reduced 55.88%
6,613 $325,000
Q1 2022

Apr 20, 2022
SELL
N/A
-2,944 Reduced 16.42%
14,989 $743,000
Q4 2021

Jan 12, 2022
SELL
N/A
-59 Reduced 0.33%
17,933 $912,000
Q3 2021

Oct 12, 2021
BUY
N/A
4,054 Added 29.09%
17,992 $921,000
Q2 2021

Aug 13, 2021
BUY
N/A
52 Added 0.37%
13,938 $714,000
Q1 2021

Apr 14, 2021
SELL
N/A
-910 Reduced 6.15%
13,886 $712,000
Q4 2020

Feb 03, 2021
BUY
N/A
790 Added 5.64%
14,796 $760,000
Q3 2020

Nov 12, 2020
SELL
N/A
-12,454 Reduced 47.07%
14,006 $721,000
Q2 2020

Sep 28, 2020
BUY
N/A
26,460 New
26,460 $1.37 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
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