Win Advisors, Inc Schwab Short Term Us Treasury Transaction History

Win Advisors, Inc

  • $227 Million
  • Q1 2024

A detailed history of Win Advisors, Inc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Win Advisors, Inc holds 9,361 shares of SCHO stock, worth $450,544. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,361
Previous 9,107 2.79%
Holding current value
$450,544
Previous $441,000 2.27%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Apr 24, 2024
BUY
$48.05 - $48.63 $12,204 - $12,352
254 Added 2.79%
9,361 $451,000
Q4 2023

Feb 05, 2024
SELL
$47.66 - $48.45 $559,671 - $568,948
-11,743 Reduced 56.32%
9,107 $441,000
Q3 2023

Oct 30, 2023
BUY
$47.78 - $48.2 $996,213 - $1 Million
20,850 New
20,850 $998,000
Q1 2023

Apr 28, 2023
BUY
$47.8 - $49.0 $28,058 - $28,763
587 Added 6.9%
9,092 $443,000
Q4 2022

Feb 14, 2023
SELL
$47.91 - $48.47 $48,197 - $48,760
-1,006 Reduced 10.58%
8,505 $410,000
Q3 2022

Oct 27, 2022
SELL
N/A
-941 Reduced 9.0%
9,511 $459,000
Q2 2022

Jul 18, 2022
SELL
N/A
-4,112 Reduced 28.23%
10,452 $515,000
Q1 2022

May 13, 2022
BUY
N/A
2,901 Added 24.87%
14,564 $722,000
Q4 2021

Feb 14, 2022
BUY
N/A
11,663 New
11,663 $593,000

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
Track This Portfolio

Track Win Advisors, Inc Portfolio

Follow Win Advisors, Inc 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 Win Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Win Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email