Simplicity Wealth,Llc Schwab Short Term Us Treasury Transaction History

Simplicity Wealth,Llc

  • $4.32 Billion
  • Q2 2024

A detailed history of Simplicity Wealth,Llc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Simplicity Wealth,Llc holds 89,974 shares of SCHO stock, worth $4.41 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
89,974
Previous 104,635 14.01%
Holding current value
$4.41 Million
Previous $5.04 Million 14.16%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Jul 10, 2024
SELL
$47.75 - $48.13 $700,062 - $705,633
-14,661 Reduced 14.01%
89,974 $4.33 Million
Q1 2024

Apr 24, 2024
BUY
$48.05 - $48.63 $5.03 Million - $5.09 Million
104,635 New
104,635 $5.04 Million

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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email