Sound Income Strategies, LLC Schwab Short Term Us Treasury Transaction History

Sound Income Strategies, LLC

  • $1.2 Billion
  • Q1 2024

A detailed history of Sound Income Strategies, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Sound Income Strategies, LLC holds 377 shares of SCHO stock, worth $18,145. This represents 0.0% of its overall portfolio holdings.

Number of Shares
377
Previous 264 42.8%
Holding current value
$18,145
Previous $12,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 15, 2024
BUY
$48.05 - $48.63 $5,429 - $5,495
113 Added 42.8%
377 $18,000
Q4 2023

Jan 10, 2024
SELL
$47.66 - $48.45 $105,423 - $107,171
-2,212 Reduced 89.34%
264 $12,000
Q1 2023

Apr 10, 2023
SELL
$47.8 - $49.0 $17,255 - $17,689
-361 Reduced 12.72%
2,476 $120,000
Q4 2022

Jan 11, 2023
BUY
$47.91 - $48.47 $135,920 - $137,509
2,837 New
2,837 $0
Q1 2022

Apr 11, 2022
SELL
N/A
-458 Closed
0 $0
Q2 2021

Jul 13, 2021
BUY
N/A
1 Added 0.22%
458 $23,000
Q4 2020

Jan 11, 2021
BUY
N/A
2 Added 0.44%
457 $23,000
Q3 2020

Oct 08, 2020
BUY
N/A
1 Added 0.22%
455 $23,000
Q2 2020

Jul 13, 2020
BUY
N/A
454 New
454 $23,000

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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