Clearview Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History

Clearview Wealth Advisors LLC

$130 Million
Q4 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 56,507 shares of SCHO stock, worth $1.37 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

56,507

Previous 25,626 120.51%

Holding current value

$1.37 Million

Previous $1.26 Million 8.29%

% of portfolio

1.04%

Previous 0.98%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$24.06 - $48.88 $742,996 - $1.51 Million	30,881 Added 120.51%	56,507 $1.36 Million
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

668

Shares Held

348M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
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Clearview Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History