Sea Crest Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Sea Crest Wealth Management, LLC

  • $801 Million
  • Q1 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 14,976 shares of SCHO stock, worth $720,794. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,976
Previous 16,305 8.15%
Holding current value
$720,794
Previous $789,000 8.62%
% of portfolio
0.09%
Previous 0.1%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$48.05 - $48.63 $63,858 - $64,629
-1,329 Reduced 8.15%
14,976 $721,000
Q4 2023

Jan 18, 2024
SELL
$47.66 - $48.45 $947,194 - $962,895
-19,874 Reduced 54.93%
16,305 $789,000
Q3 2023

Oct 12, 2023
BUY
$47.78 - $48.2 $91,594 - $92,399
1,917 Added 5.6%
36,179 $1.73 Million
Q2 2023

Jul 14, 2023
SELL
$48.06 - $48.89 $60,892 - $61,943
-1,267 Reduced 3.57%
34,262 $1.65 Million
Q1 2023

May 11, 2023
BUY
$47.8 - $49.0 $9,990 - $10,241
209 Added 0.59%
35,529 $1.73 Million
Q4 2022

Feb 14, 2023
BUY
$47.91 - $48.47 $6,946 - $7,028
145 Added 0.41%
35,320 $1.7 Million
Q3 2022

Nov 14, 2022
BUY
N/A
16,395 Added 87.3%
35,175 $1.7 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-988 Reduced 5.0%
18,780 $924,000
Q1 2022

May 16, 2022
SELL
N/A
-1,392 Reduced 6.58%
19,768 $979,000
Q4 2021

Feb 11, 2022
SELL
N/A
-1,140 Reduced 5.11%
21,160 $1.08 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-1,127 Reduced 4.81%
22,300 $1.14 Million
Q2 2021

Aug 12, 2021
BUY
N/A
398 Added 1.73%
23,427 $1.2 Million
Q1 2021

May 17, 2021
SELL
N/A
-619 Reduced 2.62%
23,029 $1.18 Million
Q4 2020

Feb 09, 2021
SELL
N/A
-1,684 Reduced 6.65%
23,648 $1.22 Million
Q3 2020

Nov 12, 2020
BUY
N/A
1,290 Added 5.37%
25,332 $1.31 Million
Q2 2020

Jul 27, 2020
SELL
N/A
-453 Reduced 1.85%
24,042 $1.24 Million
Q1 2020

May 13, 2020
SELL
N/A
-1,199 Reduced 4.67%
24,495 $1.27 Million
Q4 2019

Jan 22, 2020
SELL
N/A
-1,527 Reduced 5.61%
25,694 $1.3 Million
Q3 2019

Oct 15, 2019
SELL
N/A
-536 Reduced 1.93%
27,221 $1.38 Million
Q2 2019

Jul 19, 2019
BUY
N/A
1,379 Added 5.23%
27,757 $1.4 Million
Q1 2019

May 10, 2019
SELL
N/A
-9,691 Reduced 26.87%
26,378 $1.32 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-2,784 Reduced 7.17%
36,069 $1.8 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-6,949 Reduced 15.17%
38,853 $1.93 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-3,739 Reduced 7.55%
45,802 $2.28 Million
Q1 2018

Apr 20, 2018
BUY
N/A
22,185 Added 81.1%
49,541 $2.47 Million
Q4 2017

Feb 02, 2018
BUY
N/A
27,356
27,356 $1.37 Million

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
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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