Visionary Wealth Advisors Schwab Short Term Us Treasury Transaction History

Visionary Wealth Advisors

  • $1.44 Billion
  • Q1 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
SELL
$47.78 - $48.2 $89,396 - $90,182
-1,871 Reduced 24.55%
5,749 $275,000
Q2 2023

Aug 11, 2023
SELL
$48.06 - $48.89 $221,460 - $225,285
-4,608 Reduced 37.68%
7,620 $366,000
Q1 2023

May 15, 2023
SELL
$47.8 - $49.0 $45,410 - $46,550
-950 Reduced 7.21%
12,228 $596,000
Q4 2022

Feb 13, 2023
BUY
$47.91 - $48.47 $167,685 - $169,645
3,500 Added 36.16%
13,178 $636,000
Q3 2022

Nov 14, 2022
BUY
N/A
1,754 Added 22.14%
9,678 $467,000
Q2 2022

Aug 12, 2022
BUY
N/A
2,083 Added 35.66%
7,924 $390,000
Q1 2022

May 12, 2022
SELL
N/A
-4,725 Reduced 44.72%
5,841 $289,000
Q4 2021

Feb 14, 2022
BUY
N/A
10,566 New
10,566 $537,000
Q1 2021

May 18, 2021
SELL
N/A
-10,322 Closed
0 $0
Q4 2020

Feb 16, 2021
SELL
N/A
-5,835 Reduced 36.11%
10,322 $530,000
Q3 2020

Nov 16, 2020
SELL
N/A
-19,219 Reduced 54.33%
16,157 $832,000
Q2 2020

Aug 14, 2020
SELL
N/A
-49,276 Reduced 58.21%
35,376 $1.83 Million
Q1 2020

May 15, 2020
BUY
N/A
84,652 New
84,652 $4.38 Million

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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