Avitas Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024

A detailed history of Avitas Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Avitas Wealth Management LLC holds 60,944 shares of SCHO stock, worth $1.48 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
60,944
Previous 29,177 108.88%
Holding current value
$1.48 Million
Previous $1.43 Million 2.59%
% of portfolio
0.21%
Previous 0.2%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$24.06 - $48.88 $764,314 - $1.55 Million
31,767 Added 108.88%
60,944 $1.47 Million
Q3 2024

Oct 25, 2024
SELL
$47.93 - $49.06 $303,253 - $310,402
-6,327 Reduced 17.82%
29,177 $1.43 Million
Q2 2024

Jul 24, 2024
BUY
$47.75 - $48.13 $69,285 - $69,836
1,451 Added 4.26%
35,504 $1.71 Million
Q1 2024

Apr 24, 2024
BUY
$48.05 - $48.63 $69,192 - $70,027
1,440 Added 4.42%
34,053 $1.64 Million
Q4 2023

Jan 24, 2024
BUY
$47.66 - $48.45 $66,295 - $67,393
1,391 Added 4.46%
32,613 $1.58 Million
Q3 2023

Nov 02, 2023
BUY
$47.78 - $48.2 $85,335 - $86,085
1,786 Added 6.07%
31,222 $1.5 Million
Q2 2023

Jul 18, 2023
BUY
$48.06 - $48.89 $34,747 - $35,347
723 Added 2.52%
29,436 $1.41 Million
Q1 2023

May 15, 2023
SELL
$47.8 - $49.0 $20,697 - $21,217
-433 Reduced 1.49%
28,713 $1.4 Million
Q4 2022

Jan 10, 2023
SELL
$47.89 - $48.47 $16,522 - $16,722
-345 Reduced 1.17%
29,146 $0
Q3 2022

Oct 27, 2022
BUY
$48.15 - $49.37 $44,298 - $45,420
920 Added 3.22%
29,491 $1.42 Million
Q2 2022

Jul 29, 2022
BUY
$48.73 - $49.59 $2,680 - $2,727
55 Added 0.19%
28,571 $1.41 Million
Q1 2022

Apr 28, 2022
BUY
$49.47 - $50.82 $33,194 - $34,100
671 Added 2.41%
28,516 $1.41 Million
Q4 2021

Jan 26, 2022
BUY
$50.83 - $51.21 $9,251 - $9,320
182 Added 0.66%
27,845 $1.42 Million
Q3 2021

Oct 28, 2021
BUY
$51.18 - $51.3 $71,037 - $71,204
1,388 Added 5.28%
27,663 $1.42 Million
Q2 2021

Jul 12, 2021
SELL
$51.19 - $51.33 $3,634 - $3,644
-71 Reduced 0.27%
26,275 $1.35 Million
Q1 2021

May 13, 2021
BUY
$51.27 - $51.41 $113,050 - $113,359
2,205 Added 9.13%
26,346 $1.35 Million
Q4 2020

Feb 26, 2021
BUY
$51.37 - $51.48 $37,140 - $37,220
723 Added 3.09%
24,141 $1.24 Million
Q3 2020

Oct 06, 2020
BUY
$51.49 - $51.63 $26,929 - $27,002
523 Added 2.28%
23,418 $1.21 Million
Q2 2020

Jul 30, 2020
BUY
$51.53 - $51.71 $1.18 Million - $1.18 Million
22,895 New
22,895 $1.18 Million

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
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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