White Lighthouse Investment Management Inc. Schwab Short Term Us Treasury Transaction History

White Lighthouse Investment Management Inc.

  • $556 Million
  • Q3 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 5,135 shares of SCHO stock, worth $124,164. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,135
Previous 5,460 5.95%
Holding current value
$124,164
Previous $262,000 4.2%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$47.93 - $49.06 $15,577 - $15,944
-325 Reduced 5.95%
5,135 $251,000
Q2 2024

Jul 15, 2024
SELL
$47.75 - $48.13 $38,200 - $38,504
-800 Reduced 12.78%
5,460 $262,000
Q4 2023

Jan 23, 2024
SELL
$47.66 - $48.45 $65,532 - $66,618
-1,375 Reduced 18.01%
6,260 $303,000
Q3 2023

Oct 18, 2023
SELL
$47.78 - $48.2 $389,407 - $392,830
-8,150 Reduced 51.63%
7,635 $365,000
Q1 2023

Apr 20, 2023
SELL
$47.8 - $49.0 $79,587 - $81,585
-1,665 Reduced 9.54%
15,785 $770,000
Q4 2022

Jan 24, 2023
BUY
$47.89 - $48.47 $835,680 - $845,801
17,450 New
17,450 $0
Q3 2020

Oct 15, 2020
SELL
$51.49 - $51.63 $241,539 - $242,196
-4,691 Closed
0 $0
Q2 2020

Jul 23, 2020
SELL
$51.53 - $51.71 $57,713 - $57,915
-1,120 Reduced 19.27%
4,691 $242,000
Q1 2020

Apr 07, 2020
BUY
$50.48 - $51.73 $72,994 - $74,801
1,446 Added 33.13%
5,811 $301,000
Q4 2019

Jan 24, 2020
SELL
$50.38 - $50.71 $60,959 - $61,359
-1,210 Reduced 21.7%
4,365 $220,000
Q3 2019

Nov 13, 2019
SELL
$50.39 - $50.59 $14,613 - $14,671
-290 Reduced 4.94%
5,575 $282,000
Q2 2019

Jul 31, 2019
BUY
N/A
1,300 Added 28.48%
5,865 $297,000
Q1 2019

May 08, 2019
BUY
N/A
4,565 New
4,565 $229,000

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
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