Total Wealth Planning, LLC Schwab Short Term Us Treasury Transaction History

Total Wealth Planning, LLC

  • $605 Million
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 01, 2022
SELL
$48.73 - $49.59 $23,049 - $23,456
-473 Reduced 6.34%
6,989 $344,000
Q1 2022

May 13, 2022
BUY
$49.47 - $50.82 $1,335 - $1,372
27 Added 0.36%
7,462 $370,000
Q4 2021

Feb 09, 2022
SELL
$50.83 - $51.21 $6,709 - $6,759
-132 Reduced 1.74%
7,435 $373,000
Q3 2021

Nov 04, 2021
SELL
$51.18 - $51.3 $22,723 - $22,777
-444 Reduced 5.54%
7,567 $387,000
Q1 2021

May 17, 2021
SELL
$51.27 - $51.41 $19,944 - $19,998
-389 Reduced 4.63%
8,011 $411,000
Q4 2020

Feb 11, 2021
SELL
$51.37 - $51.48 $2,003 - $2,007
-39 Reduced 0.46%
8,400 $432,000
Q3 2020

Nov 10, 2020
SELL
$51.49 - $51.63 $3,552 - $3,562
-69 Reduced 0.81%
8,439 $435,000
Q1 2020

May 13, 2020
SELL
$50.48 - $51.73 $1,817 - $1,862
-36 Reduced 0.42%
8,508 $440,000
Q4 2019

Feb 11, 2020
BUY
$50.38 - $50.71 $50 - $50
1 Added 0.01%
8,544 $431,000
Q3 2019

Nov 07, 2019
BUY
$50.39 - $50.59 $63,390 - $63,642
1,258 Added 17.27%
8,543 $432,000
Q2 2019

Aug 06, 2019
SELL
N/A
-150 Reduced 2.02%
7,285 $369,000
Q1 2019

May 15, 2019
BUY
N/A
7,435 New
7,435 $373,000

Others Institutions Holding SCHO

# of Institutions
620
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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