Wt Wealth Management Schwab Short Term Us Treasury Transaction History

Wt Wealth Management

  • $240 Million
  • Q4 2023

A detailed history of Wt Wealth Management transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wt Wealth Management holds 22,181 shares of SCHO stock, worth $1.07 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
22,181
Previous 23,360 5.05%
Holding current value
$1.07 Million
Previous $1.12 Million 3.94%
% of portfolio
0.45%
Previous 0.51%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024
SELL
$47.66 - $48.45 $56,191 - $57,122
-1,179 Reduced 5.05%
22,181 $1.07 Million
Q3 2023

Dec 04, 2023
SELL
$47.78 - $48.2 $25,801 - $26,028
-540 Reduced 2.26%
23,360 $1.12 Million
Q2 2023

Jul 25, 2023
SELL
$48.06 - $48.89 $2.41 Million - $2.45 Million
-50,076 Reduced 67.69%
23,900 $1.15 Million
Q1 2023

Apr 19, 2023
BUY
$47.8 - $49.0 $436,127 - $447,076
9,124 Added 14.07%
73,976 $3.61 Million
Q4 2022

Jan 19, 2023
BUY
$47.91 - $48.47 $809,966 - $819,433
16,906 Added 35.26%
64,852 $0
Q3 2022

Oct 20, 2022
BUY
N/A
32,632 Added 213.09%
47,946 $2.31 Million
Q2 2022

Jul 26, 2022
BUY
N/A
308 Added 2.05%
15,314 $753,000
Q1 2022

May 06, 2022
BUY
N/A
441 Added 3.03%
15,006 $743,000
Q4 2021

Jan 19, 2022
SELL
N/A
-6,485 Reduced 30.81%
14,565 $741,000
Q3 2021

Oct 15, 2021
SELL
N/A
-2,196 Reduced 9.45%
21,050 $1.08 Million
Q2 2021

Jul 19, 2021
BUY
N/A
329 Added 1.44%
23,246 $1.19 Million
Q1 2021

Apr 29, 2021
BUY
N/A
44 Added 0.19%
22,917 $1.18 Million
Q4 2020

Feb 01, 2021
SELL
N/A
-9,025 Reduced 28.29%
22,873 $1.18 Million
Q3 2020

Oct 30, 2020
SELL
N/A
-116,267 Reduced 78.47%
31,898 $1.64 Million
Q2 2020

Aug 04, 2020
BUY
N/A
11,568 Added 8.47%
148,165 $7.65 Million
Q1 2020

May 13, 2020
SELL
N/A
-9,080 Reduced 6.23%
136,597 $7.07 Million
Q4 2019

Jan 27, 2020
BUY
N/A
13,817 Added 10.48%
145,677 $7.35 Million
Q3 2019

Nov 06, 2019
BUY
N/A
131,860 New
131,860 $6.67 Million

Others Institutions Holding SCHO

# of Institutions
613
Shares Held
168M
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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