Traverso Chambers Private Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Traverso Chambers Private Wealth Management, LLC

  • $411 Million
  • Q4 2023

A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 396,034 shares of SCHO stock, worth $9.58 Million. This represents 4.67% of its overall portfolio holdings.

Number of Shares
396,034
Previous 629,147 37.05%
Holding current value
$9.58 Million
Previous $30.1 Million 36.32%
% of portfolio
4.67%
Previous 8.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
SELL
$47.66 - $48.45 $11.1 Million - $11.3 Million
-233,113 Reduced 37.05%
396,034 $19.2 Million
Q3 2023

Oct 26, 2023
BUY
$47.78 - $48.2 $601,980 - $607,271
12,599 Added 2.04%
629,147 $30.1 Million
Q2 2023

Jul 13, 2023
BUY
$48.06 - $48.89 $1.38 Million - $1.41 Million
28,784 Added 4.9%
616,548 $29.6 Million
Q1 2023

Apr 12, 2023
BUY
$47.8 - $49.0 $118,783 - $121,765
2,485 Added 0.42%
587,764 $28.7 Million
Q4 2022

Jan 27, 2023
BUY
$47.89 - $48.47 $6.29 Million - $6.37 Million
131,414 Added 28.95%
585,279 $28.2 Million
Q3 2022

Oct 12, 2022
SELL
$48.15 - $49.37 $6.83 Million - $7 Million
-141,854 Reduced 23.81%
453,865 $21.9 Million
Q2 2022

Jul 13, 2022
SELL
$48.73 - $49.59 $1.52 Million - $1.55 Million
-31,261 Reduced 4.99%
595,719 $29.3 Million
Q1 2022

Apr 13, 2022
BUY
$49.47 - $50.82 $626,982 - $644,092
12,674 Added 2.06%
626,980 $31.1 Million
Q4 2021

Jan 19, 2022
BUY
$50.83 - $51.21 $457 - $460
9 Added 0.0%
614,306 $31.2 Million
Q3 2021

Oct 08, 2021
BUY
$51.18 - $51.3 $1.39 Million - $1.39 Million
27,156 Added 4.63%
614,297 $31.4 Million
Q2 2021

Aug 12, 2021
BUY
$51.19 - $51.33 $1.78 Million - $1.79 Million
34,858 Added 6.31%
587,141 $30.1 Million
Q1 2021

Apr 15, 2021
BUY
$51.27 - $51.41 $1.98 Million - $1.99 Million
38,689 Added 7.53%
552,283 $28.3 Million
Q4 2020

Jan 19, 2021
BUY
$51.37 - $51.48 $177,380 - $177,760
3,453 Added 0.68%
513,594 $26.4 Million
Q3 2020

Oct 20, 2020
BUY
$51.49 - $51.63 $3.16 Million - $3.17 Million
61,457 Added 13.7%
510,141 $26.3 Million
Q2 2020

Jul 09, 2020
BUY
$51.53 - $51.71 $1.19 Million - $1.19 Million
23,098 Added 5.43%
448,684 $23.2 Million
Q1 2020

Apr 10, 2020
BUY
$50.48 - $51.73 $21.5 Million - $22 Million
425,586 New
425,586 $22 Million

Others Institutions Holding SCHO

# of Institutions
622
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
Track This Portfolio

Track Traverso Chambers Private Wealth Management, LLC Portfolio

Follow Traverso Chambers Private Wealth Management, 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 Traverso Chambers Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traverso Chambers Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email