Clearview Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History

Clearview Wealth Advisors LLC

  • $129 Million
  • Q3 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 25,626 shares of SCHO stock, worth $617,074. This represents 0.98% of its overall portfolio holdings.

Number of Shares
25,626
Previous 22,368 14.57%
Holding current value
$617,074
Previous $1.08 Million 16.64%
% of portfolio
0.98%
Previous 0.94%

Shares

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

Oct 15, 2024
BUY
$47.93 - $49.06 $156,155 - $159,837
3,258 Added 14.57%
25,626 $1.26 Million
Q2 2024

Jul 31, 2024
BUY
$47.75 - $48.13 $1.07 Million - $1.08 Million
22,368 New
22,368 $1.08 Million
Q2 2022

Aug 05, 2022
SELL
$48.73 - $49.59 $7,309 - $7,438
-150 Closed
0 $0
Q1 2022

Apr 29, 2022
SELL
$49.47 - $50.82 $9,399 - $9,655
-190 Reduced 55.88%
150 $7,000
Q4 2021

Feb 02, 2022
SELL
$50.83 - $51.21 $30,498 - $30,726
-600 Reduced 63.83%
340 $17,000
Q3 2021

Nov 02, 2021
SELL
$51.18 - $51.3 $71,652 - $71,820
-1,400 Reduced 59.83%
940 $48,000
Q2 2021

Jul 30, 2021
SELL
$51.19 - $51.33 $34,809 - $34,904
-680 Reduced 22.52%
2,340 $120,000
Q1 2021

May 06, 2021
SELL
$51.27 - $51.41 $172,267 - $172,737
-3,360 Reduced 52.66%
3,020 $155,000
Q4 2020

Jan 21, 2021
BUY
$51.37 - $51.48 $327,740 - $328,442
6,380 New
6,380 $328,000

Others Institutions Holding SCHO

# of Institutions
623
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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