Cliftonlarsonallen Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 169,094 shares of SCHO stock, worth $4.08 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
169,094
Previous 82,312 105.43%
Holding current value
$4.08 Million
Previous $4.03 Million 0.92%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jan 14, 2025
BUY
$24.06 - $48.88 $2.09 Million - $4.24 Million
86,782 Added 105.43%
169,094 $4.07 Million
Q3 2024

Oct 11, 2024
BUY
$47.93 - $49.06 $3,355 - $3,434
70 Added 0.09%
82,312 $4.03 Million
Q2 2024

Jul 11, 2024
BUY
$47.75 - $48.13 $28,220 - $28,444
591 Added 0.72%
82,242 $3.96 Million
Q1 2024

May 02, 2024
BUY
$48.05 - $48.63 $41,995 - $42,502
874 Added 1.08%
81,651 $3.94 Million
Q4 2023

Jan 16, 2024
SELL
$47.66 - $48.45 $39,796 - $40,455
-835 Reduced 1.02%
80,777 $3.91 Million
Q3 2023

Oct 13, 2023
BUY
$47.78 - $48.2 $175,543 - $177,086
3,674 Added 4.71%
81,612 $3.91 Million
Q2 2023

Jul 14, 2023
SELL
$48.06 - $48.89 $93,909 - $95,531
-1,954 Reduced 2.45%
77,938 $3.75 Million
Q1 2023

Apr 12, 2023
SELL
$47.8 - $49.0 $534,547 - $547,967
-11,183 Reduced 12.28%
79,892 $3.9 Million
Q4 2022

Jan 19, 2023
BUY
$47.89 - $48.47 $4.36 Million - $4.41 Million
91,075 New
91,075 $0
Q2 2022

Jul 08, 2022
BUY
$48.73 - $49.59 $391,058 - $397,959
8,025 Added 7.96%
108,841 $5.35 Million
Q1 2022

Apr 27, 2022
BUY
$49.47 - $50.82 $4.99 Million - $5.12 Million
100,816 New
100,816 $4.99 Million

Others Institutions Holding SCHO

# of Institutions
633
Shares Held
211M
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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