West Coast Financial LLC Schwab Short Term Us Treasury Transaction History

West Coast Financial LLC

  • $824 Million
  • Q1 2024

A detailed history of West Coast Financial LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, West Coast Financial LLC holds 637,814 shares of SCHO stock, worth $30.7 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares
637,814
Previous 442,825 44.03%
Holding current value
$30.7 Million
Previous $21.5 Million 43.33%
% of portfolio
3.73%
Previous 2.82%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$48.05 - $48.63 $9.37 Million - $9.48 Million
194,989 Added 44.03%
637,814 $30.7 Million
Q4 2023

Jan 11, 2024
BUY
$47.66 - $48.45 $3.11 Million - $3.16 Million
65,187 Added 17.26%
442,825 $21.5 Million
Q3 2023

Nov 02, 2023
BUY
$47.78 - $48.2 $810,253 - $817,375
16,958 Added 4.7%
377,638 $18.1 Million
Q2 2023

Aug 08, 2023
BUY
$48.06 - $48.89 $200,938 - $204,409
4,181 Added 1.17%
360,680 $17.3 Million
Q1 2023

May 08, 2023
SELL
$47.8 - $49.0 $398,078 - $408,072
-8,328 Reduced 2.28%
356,499 $17.4 Million
Q4 2022

Feb 14, 2023
SELL
$47.91 - $48.47 $5.1 Million - $5.16 Million
-106,466 Reduced 22.59%
364,827 $17.6 Million
Q3 2022

Oct 31, 2022
BUY
N/A
49,521 Added 11.74%
471,293 $22.7 Million
Q2 2022

Jul 11, 2022
BUY
N/A
173,602 Added 69.95%
421,772 $20.7 Million
Q1 2022

Apr 20, 2022
BUY
N/A
5,074 Added 2.09%
248,170 $12.3 Million
Q4 2021

Jan 19, 2022
BUY
N/A
175,734 Added 260.88%
243,096 $12.4 Million
Q3 2021

Nov 03, 2021
BUY
N/A
14,733 Added 27.99%
67,362 $3.45 Million
Q2 2021

Jul 28, 2021
BUY
N/A
957 Added 1.85%
52,629 $2.7 Million
Q1 2021

May 10, 2021
SELL
N/A
-10,113 Reduced 16.37%
51,672 $2.65 Million
Q4 2020

Feb 03, 2021
SELL
N/A
-18,074 Reduced 22.63%
61,785 $3.18 Million
Q3 2020

Nov 05, 2020
BUY
N/A
3,653 Added 4.79%
79,859 $4.11 Million
Q2 2020

Jul 13, 2020
SELL
N/A
-92,557 Reduced 54.84%
76,206 $3.94 Million
Q1 2020

Apr 21, 2020
SELL
N/A
-34,441 Reduced 16.95%
168,763 $8.73 Million
Q4 2019

Jan 17, 2020
BUY
N/A
35,415 Added 21.11%
203,204 $10.3 Million
Q3 2019

Oct 16, 2019
BUY
N/A
52,687 Added 45.77%
167,789 $8.49 Million
Q2 2019

Jul 16, 2019
BUY
N/A
50,831 Added 79.09%
115,102 $5.82 Million
Q1 2019

Apr 22, 2019
BUY
N/A
26,540 Added 70.34%
64,271 $3.23 Million
Q4 2018

Jan 29, 2019
BUY
N/A
15,710 Added 71.34%
37,731 $1.88 Million
Q3 2018

Oct 19, 2018
BUY
N/A
12,090 Added 121.74%
22,021 $1.09 Million
Q2 2018

Jul 16, 2018
BUY
N/A
9,931 New
9,931 $494,000

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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