Wealthcare Advisory Partners LLC Schwab Short Term Us Treasury Transaction History

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 131,525 shares of SCHO stock, worth $3.19 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
131,525
Previous 41,538 216.64%
Holding current value
$3.19 Million
Previous $2.03 Million 55.56%
% of portfolio
0.09%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$24.06 - $48.88 $2.17 Million - $4.4 Million
89,987 Added 216.64%
131,525 $3.16 Million
Q3 2024

Nov 04, 2024
BUY
$47.93 - $49.06 $1.57 Million - $1.6 Million
32,666 Added 368.19%
41,538 $2.03 Million
Q2 2024

Aug 09, 2024
BUY
$47.75 - $48.13 $52,572 - $52,991
1,101 Added 14.17%
8,872 $427,000
Q1 2024

Apr 15, 2024
BUY
$48.05 - $48.63 $32,193 - $32,582
670 Added 9.44%
7,771 $374,000
Q4 2023

Feb 06, 2024
BUY
$47.66 - $48.45 $338,433 - $344,043
7,101 New
7,101 $344,000
Q2 2021

Aug 16, 2021
SELL
$51.19 - $51.33 $132,326 - $132,688
-2,585 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$51.27 - $51.41 $132,532 - $132,894
2,585 New
2,585 $133,000
Q2 2020

Jul 29, 2020
SELL
$51.53 - $51.71 $110,944 - $111,331
-2,153 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$50.48 - $51.73 $8,430 - $8,638
167 Added 8.41%
2,153 $111,000
Q4 2019

Jan 29, 2020
BUY
$50.38 - $50.71 $151 - $152
3 Added 0.15%
1,986 $100,000
Q3 2019

Oct 17, 2019
BUY
$50.39 - $50.59 $100 - $101
2 Added 0.1%
1,983 $100,000
Q2 2019

Jul 30, 2019
BUY
N/A
1,514 Added 324.2%
1,981 $100,000
Q1 2019

May 13, 2019
BUY
N/A
467 New
467 $23,000

Others Institutions Holding SCHO

# of Institutions
626
Shares Held
204M
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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