A detailed history of Spinnaker Investment Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 35,985 shares of SCHO stock, worth $869,757. This represents 0.21% of its overall portfolio holdings.

Number of Shares
35,985
Previous 6,690 437.89%
Holding current value
$869,757
Previous $327,000 164.53%
% of portfolio
0.21%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$24.06 - $48.88 $704,837 - $1.43 Million
29,295 Added 437.89%
35,985 $865,000
Q3 2024

Nov 06, 2024

BUY
$47.93 - $49.06 $320,651 - $328,211
6,690 New
6,690 $327,000

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Spinnaker Investment Group, LLC Portfolio

Follow Spinnaker Investment Group, 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 Spinnaker Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spinnaker Investment Group, LLC with notifications on news.