Steward Partners Investment Advisory, LLC Schwab Short Term Us Treasury Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 221 shares of SCHO stock, worth $10,636. This represents 0.0% of its overall portfolio holdings.

Number of Shares
221
Previous 32 590.63%
Holding current value
$10,636
Previous $1,000 900.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2024
BUY
$48.05 - $48.63 $9,081 - $9,191
189 Added 590.63%
221 $10,000
Q4 2023

Feb 12, 2024
SELL
$47.66 - $48.45 $2,525 - $2,567
-53 Reduced 62.35%
32 $1,000
Q3 2023

Nov 13, 2023
SELL
$47.78 - $48.2 $4,156 - $4,193
-87 Reduced 50.58%
85 $4,000
Q2 2023

Aug 14, 2023
SELL
$48.06 - $48.89 $3,027 - $3,080
-63 Reduced 26.81%
172 $8,000
Q1 2023

May 15, 2023
SELL
$47.8 - $49.0 $13,192 - $13,524
-276 Reduced 54.01%
235 $11,000
Q4 2022

Feb 15, 2023
BUY
$47.91 - $48.47 $20,170 - $20,405
421 Added 467.78%
511 $24,000
Q3 2022

Nov 10, 2022
BUY
N/A
33 Added 57.89%
90 $4,000
Q3 2021

Nov 12, 2021
SELL
N/A
-34 Reduced 37.36%
57 $3,000
Q2 2021

Aug 13, 2021
BUY
N/A
66 Added 264.0%
91 $5,000
Q3 2019

Oct 30, 2019
SELL
N/A
-45 Reduced 64.29%
25 $1,000
Q2 2019

Jul 25, 2019
BUY
N/A
70 New
70 $3,000
Q4 2018

Jan 15, 2019
SELL
N/A
-1,026 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
N/A
-1,509 Reduced 59.53%
1,026 $51,000
Q2 2018

Jul 20, 2018
BUY
N/A
1,366 Added 116.85%
2,535 $126,000
Q1 2018

Apr 20, 2018
BUY
N/A
779 Added 199.74%
1,169 $58,000
Q4 2017

Jan 19, 2018
SELL
N/A
-266 Reduced 40.55%
390 $19,000
Q1 2017

Nov 22, 2017
BUY
N/A
656
656 $33,000

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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