Clear Investment Research, LLC Schwab Short Term Us Treasury Transaction History

Clear Investment Research, LLC

  • $75.4 Million
  • Q4 2024

A detailed history of Clear Investment Research, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Clear Investment Research, LLC holds 77,869 shares of SCHO stock, worth $1.89 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
77,869
Previous 38,126 104.24%
Holding current value
$1.89 Million
Previous $1.87 Million 0.32%
% of portfolio
2.48%
Previous 2.44%

Shares

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

Feb 11, 2025
BUY
$24.06 - $48.88 $956,216 - $1.94 Million
39,743 Added 104.24%
77,869 $1.87 Million
Q3 2024

Nov 12, 2024
SELL
$47.93 - $49.06 $118,530 - $121,325
-2,473 Reduced 6.09%
38,126 $1.87 Million
Q2 2024

Aug 08, 2024
BUY
$47.75 - $48.13 $360,512 - $363,381
7,550 Added 22.84%
40,599 $1.95 Million
Q1 2024

May 02, 2024
BUY
$48.05 - $48.63 $267,302 - $270,528
5,563 Added 20.24%
33,049 $1.59 Million
Q4 2023

Feb 12, 2024
BUY
$47.66 - $48.45 $810 - $823
17 Added 0.06%
27,486 $1.33 Million
Q3 2023

Nov 07, 2023
SELL
$47.78 - $48.2 $70,427 - $71,046
-1,474 Reduced 5.09%
27,469 $1.32 Million
Q2 2023

Aug 09, 2023
SELL
$48.06 - $48.89 $111,210 - $113,131
-2,314 Reduced 7.4%
28,943 $1.39 Million
Q1 2023

May 09, 2023
SELL
$47.8 - $49.0 $34,224 - $35,084
-716 Reduced 2.24%
31,257 $1.53 Million
Q4 2022

Feb 10, 2023
BUY
$47.89 - $48.47 $953,537 - $965,086
19,911 Added 165.07%
31,973 $1.54 Million
Q3 2022

Nov 01, 2022
BUY
$48.15 - $49.37 $580,785 - $595,500
12,062 New
12,062 $582,000

Others Institutions Holding SCHO

# of Institutions
664
Shares Held
344M
Call Options Held
56.5K
Put Options Held
44.6K
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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