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

Sightline Wealth Advisors, LLC

  • $160 Million
  • Q2 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 8,269 shares of SCHO stock, worth $405,594. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,269
Previous 8,042 2.82%
Holding current value
$405,594
Previous $387,000 2.58%
% of portfolio
0.25%
Previous 0.26%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$47.75 - $48.13 $10,839 - $10,925
227 Added 2.82%
8,269 $397,000
Q1 2024

Apr 24, 2024
BUY
$48.05 - $48.63 $79,618 - $80,579
1,657 Added 25.95%
8,042 $387,000
Q4 2023

Jan 23, 2024
BUY
$47.66 - $48.45 $49,804 - $50,630
1,045 Added 19.57%
6,385 $309,000
Q3 2023

Nov 01, 2023
SELL
$47.78 - $48.2 $193,365 - $195,065
-4,047 Reduced 43.11%
5,340 $255,000
Q1 2023

May 02, 2023
SELL
$47.8 - $49.0 $61,136 - $62,671
-1,279 Reduced 11.99%
9,387 $457,000
Q4 2022

Jan 26, 2023
BUY
$47.89 - $48.47 $957 - $969
20 Added 0.19%
10,666 $0
Q3 2022

Oct 26, 2022
SELL
$48.15 - $49.37 $100,007 - $102,541
-2,077 Reduced 16.32%
10,646 $514,000
Q2 2022

Jul 15, 2022
SELL
$48.73 - $49.59 $3,021 - $3,074
-62 Reduced 0.48%
12,723 $626,000
Q4 2021

Jan 26, 2022
BUY
$50.83 - $51.21 $50 - $51
1 Added 0.01%
12,785 $649,000
Q3 2021

Oct 25, 2021
SELL
$51.18 - $51.3 $43,758 - $43,861
-855 Reduced 6.27%
12,784 $654,000
Q2 2021

Jul 22, 2021
BUY
$51.19 - $51.33 $51 - $51
1 Added 0.01%
13,639 $699,000
Q1 2021

May 10, 2021
BUY
$51.27 - $51.41 $102 - $102
2 Added 0.01%
13,638 $700,000
Q4 2020

Feb 02, 2021
BUY
$51.37 - $51.48 $700,481 - $701,981
13,636 New
13,636 $701,000

Others Institutions Holding SCHO

# of Institutions
607
Shares Held
168M
Call Options Held
42K
Put Options Held
33.9K
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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