Sonoma Private Wealth LLC Schwab Short Term Us Treasury Transaction History

Sonoma Private Wealth LLC

  • $64.2 Billion
  • Q3 2024

A detailed history of Sonoma Private Wealth LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 5,714 shares of SCHO stock, worth $138,164. This represents 0.44% of its overall portfolio holdings.

Number of Shares
5,714
Previous 5,385 6.11%
Holding current value
$138,164
Previous $259 Million 7.98%
% of portfolio
0.44%
Previous 0.42%

Shares

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

Oct 17, 2024
BUY
$47.93 - $49.06 $15,768 - $16,140
329 Added 6.11%
5,714 $280 Million
Q1 2024

May 09, 2024
BUY
$48.05 - $48.63 $16,817 - $17,020
350 Added 6.95%
5,385 $260 Million
Q4 2023

Feb 12, 2024
SELL
$47.66 - $48.45 $5,051 - $5,135
-106 Reduced 2.06%
5,035 $244 Million
Q1 2023

May 10, 2023
BUY
$47.8 - $49.0 $245,739 - $251,909
5,141 New
5,141 $251 Million

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
170M
Call Options Held
42K
Put Options Held
33.9K
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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