Svb Wealth LLC Schwab Short Term Us Treasury Transaction History

Svb Wealth LLC

  • $117 Million
  • Q3 2024

Shares

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

May 15, 2024
BUY
$48.05 - $48.63 $223,432 - $226,129
4,650 New
4,650 $224,000
Q4 2022

Feb 10, 2023
SELL
$47.89 - $48.47 $128,776 - $130,335
-2,689 Reduced 30.66%
6,082 $293,000
Q3 2022

Nov 09, 2022
BUY
$48.15 - $49.37 $177,047 - $181,533
3,677 Added 72.18%
8,771 $423,000
Q2 2022

Aug 16, 2022
BUY
$48.73 - $49.59 $48 - $49
1 Added 0.02%
5,094 $251,000
Q1 2022

May 13, 2022
SELL
$49.47 - $50.82 $164,042 - $168,519
-3,316 Reduced 39.43%
5,093 $252,000
Q4 2021

Feb 15, 2022
SELL
$50.83 - $51.21 $33,598 - $33,849
-661 Reduced 7.29%
8,409 $428,000
Q3 2021

Nov 09, 2021
BUY
$51.18 - $51.3 $12,180 - $12,209
238 Added 2.69%
9,070 $464,000
Q2 2021

Aug 13, 2021
SELL
$51.19 - $51.33 $409 - $410
-8 Reduced 0.09%
8,832 $452,000
Q1 2021

May 11, 2021
BUY
$51.27 - $51.41 $102 - $102
2 Added 0.02%
8,840 $454,000
Q4 2020

Feb 10, 2021
SELL
$51.37 - $51.48 $42,842 - $42,934
-834 Reduced 8.62%
8,838 $454,000
Q3 2020

Nov 10, 2020
BUY
$51.49 - $51.63 $498,011 - $499,365
9,672 New
9,672 $498,000

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
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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