Zimmermann Investment Management & Planning LLC Schwab Short Term Us Treasury Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 6,259 shares of SCHO stock, worth $151,217. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,259
Previous 12,121 48.36%
Holding current value
$151,217
Previous $583,000 47.51%
% of portfolio
0.11%
Previous 0.21%

Shares

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

Oct 24, 2024
SELL
$47.93 - $49.06 $280,965 - $287,589
-5,862 Reduced 48.36%
6,259 $306,000
Q2 2024

Jul 26, 2024
SELL
$47.75 - $48.13 $1.27 Million - $1.28 Million
-26,642 Reduced 68.73%
12,121 $583,000
Q1 2024

Apr 22, 2024
SELL
$48.05 - $48.63 $1.28 Million - $1.29 Million
-26,589 Reduced 40.69%
38,763 $1.87 Million
Q4 2023

Jan 22, 2024
BUY
$47.66 - $48.45 $203,651 - $207,026
4,273 Added 7.0%
65,352 $3.17 Million
Q3 2023

Oct 31, 2023
BUY
$47.78 - $48.2 $1.17 Million - $1.18 Million
24,479 Added 66.88%
61,079 $2.93 Million
Q2 2023

Jul 13, 2023
BUY
$48.06 - $48.89 $42,533 - $43,267
885 Added 2.48%
36,600 $1.76 Million
Q1 2023

Apr 25, 2023
SELL
$47.8 - $49.0 $2.4 Million - $2.46 Million
-50,235 Reduced 58.45%
35,715 $1.74 Million
Q4 2022

Jan 20, 2023
BUY
$47.89 - $48.47 $305,394 - $309,093
6,377 Added 8.01%
85,950 $0
Q3 2022

Nov 01, 2022
BUY
$48.15 - $49.37 $3.83 Million - $3.93 Million
79,573 New
79,573 $3.84 Million

Others Institutions Holding SCHO

# of Institutions
620
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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