Smart Portfolios, LLC Schwab Short Term Us Treasury Transaction History

Smart Portfolios, LLC

  • $85.8 Million
  • Q1 2024

A detailed history of Smart Portfolios, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Smart Portfolios, LLC holds 18,725 shares of SCHO stock, worth $898,051. This represents 1.05% of its overall portfolio holdings.

Number of Shares
18,725
Previous 4,460 319.84%
Holding current value
$898,051
Previous $216,000 317.59%
% of portfolio
1.05%
Previous 0.3%

Shares

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

May 01, 2024
BUY
$48.05 - $48.63 $685,433 - $693,706
14,265 Added 319.84%
18,725 $902,000
Q4 2023

Feb 13, 2024
BUY
$47.66 - $48.45 $212,563 - $216,087
4,460 New
4,460 $216,000
Q1 2022

Jun 09, 2022
SELL
N/A
-130,518 Closed
0 $0
Q3 2021

Nov 10, 2021
BUY
N/A
130,518 New
130,518 $6.68 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-235,961 Closed
0 $0
Q3 2017

Oct 23, 2017
BUY
N/A
235,961
235,961 $11.9 Million

Others Institutions Holding SCHO

# of Institutions
613
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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