Avion Wealth Schwab Short Term Us Treasury Transaction History

Avion Wealth

$389 Million
Q4 2024

A detailed history of Avion Wealth transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Avion Wealth holds 1,308 shares of SCHO stock, worth $31,601. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,308

Previous 654 100.0%

Holding current value

$31,601

Previous $32,000 3.13%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$24.06 - $48.88 $15,735 - $31,967	654 Added 100.0%	1,308 $31,000
Q3 2024 Oct 18, 2024	SELL	$47.93 - $49.06 $4,984 - $5,102	-104 Reduced 13.72%	654 $32,000
Q2 2024 Jul 26, 2024	BUY	$47.75 - $48.13 $35,955 - $36,241	753 Added 15060.0%	758 $36,000
Q1 2023 May 05, 2023	SELL	$47.8 - $49.0 $2,581 - $2,646	-54 Reduced 91.53%	5 $0
Q3 2022 Oct 31, 2022	BUY	$48.15 - $49.37 $2,600 - $2,665	54 Added 1080.0%	59 $3,000
Q4 2021 Jan 26, 2022	BUY	$50.83 - $51.21 $254 - $256	5 New	5 $0

Others Institutions Holding SCHO

# of Institutions

657

Shares Held

350M

Call Options Held

67.5K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

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