Total Clarity Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History

Total Clarity Wealth Management, Inc.

$296 Million
Q3 2024

A detailed history of Total Clarity Wealth Management, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 15,823 shares of SCHO stock, worth $381,176. This represents 0.26% of its overall portfolio holdings.

Number of Shares

15,823

Previous 17,333 8.71%

Holding current value

$381,176

Previous $834,000 7.07%

% of portfolio

0.26%

Previous 0.3%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$47.93 - $49.06 $72,374 - $74,080	-1,510 Reduced 8.71%	15,823 $775,000
Q2 2024 Aug 09, 2024	SELL	$47.75 - $48.13 $343,656 - $346,391	-7,197 Reduced 29.34%	17,333 $834,000
Q1 2024 Apr 22, 2024	SELL	$48.05 - $48.63 $40,794 - $41,286	-849 Reduced 3.35%	24,530 $1.18 Million
Q4 2023 Jan 23, 2024	SELL	$47.66 - $48.45 $643,695 - $654,365	-13,506 Reduced 34.73%	25,379 $1.23 Million
Q3 2023 Oct 24, 2023	SELL	$47.78 - $48.2 $622,812 - $628,287	-13,035 Reduced 25.11%	38,885 $1.86 Million
Q2 2023 Jul 24, 2023	SELL	$48.06 - $48.89 $1.19 Million - $1.22 Million	-24,862 Reduced 32.38%	51,920 $2.5 Million
Q1 2023 May 04, 2023	BUY	$47.8 - $49.0 $112,330 - $115,150	2,350 Added 3.16%	76,782 $3.75 Million
Q4 2022 Feb 03, 2023	BUY	$47.89 - $48.47 $844,252 - $854,477	17,629 Added 31.04%	74,432 $3.59 Million
Q3 2022 Nov 04, 2022	BUY	$48.15 - $49.37 $2.41 Million - $2.47 Million	50,099 Added 747.3%	56,803 $2.74 Million
Q2 2022 Jul 29, 2022	BUY	$48.73 - $49.59 $326,685 - $332,451	6,704 New	6,704 $330,000
Q1 2022 Apr 29, 2022	SELL	$49.47 - $50.82 $2,374 - $2,439	-48 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$51.18 - $51.3 $2,456 - $2,462	48 New	48 $2,000
Q3 2020 Nov 17, 2020	SELL	$51.49 - $51.63 $222,694 - $223,299	-4,325 Closed	0 $0
Q2 2020 Jul 15, 2020	SELL	$51.53 - $51.71 $175,202 - $175,814	-3,400 Reduced 44.01%	4,325 $223,000
Q1 2020 Apr 24, 2020	BUY	$50.48 - $51.73 $389,958 - $399,614	7,725 New	7,725 $400,000

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

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Total Clarity Wealth Management, Inc. Schwab Short Term Us Treasury Transaction History