Domani Wealth, LLC Schwab Short Term Us Treasury Transaction History

Domani Wealth, LLC

$431 Million
Q1 2023

A detailed history of Domani Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Domani Wealth, LLC holds 20,891 shares of SCHO stock, worth $508,695. This represents 0.24% of its overall portfolio holdings.

Number of Shares

20,891

Previous 20,890 -0.0%

Holding current value

$508,695

Previous $1.01 Million 1.19%

% of portfolio

0.24%

Previous 0.25%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	BUY	$47.8 - $49.0 $47 - $49	1 Added 0.0%	20,891 $1.02 Million
Q4 2022 Jan 20, 2023	SELL	$47.89 - $48.47 $268,998 - $272,255	-5,617 Reduced 21.19%	20,890 $0
Q3 2022 Oct 18, 2022	SELL	$48.15 - $49.37 $7,270 - $7,454	-151 Reduced 0.57%	26,507 $1.28 Million
Q2 2022 Jul 13, 2022	SELL	$48.73 - $49.59 $15.1 Million - $15.3 Million	-309,313 Reduced 92.07%	26,658 $1.31 Million
Q1 2022 Apr 15, 2022	SELL	$49.47 - $50.82 $5.95 Million - $6.12 Million	-120,365 Reduced 26.38%	335,971 $16.6 Million

Q4 2021 Jan 18, 2022	BUY	$50.83 - $51.21 $273,007 - $275,048	5,371 Added 1.19%	456,336 $23.2 Million
Q3 2021 Oct 20, 2021	SELL	$51.18 - $51.3 $1.22 Million - $1.22 Million	-23,781 Reduced 5.01%	450,965 $23.1 Million
Q2 2021 Jul 22, 2021	SELL	$51.19 - $51.33 $2.09 Million - $2.09 Million	-40,813 Reduced 7.92%	474,746 $24.3 Million
Q1 2021 Apr 12, 2021	BUY	$51.27 - $51.41 $1.7 Million - $1.7 Million	33,076 Added 6.86%	515,559 $26.5 Million
Q4 2020 Jan 21, 2021	BUY	$51.37 - $51.48 $717,382 - $718,918	13,965 Added 2.98%	482,483 $24.8 Million
Q3 2020 Oct 13, 2020	SELL	$51.49 - $51.63 $265,224 - $265,946	-5,151 Reduced 1.09%	468,518 $24.1 Million
Q2 2020 Jul 24, 2020	SELL	$51.53 - $51.71 $3.07 Million - $3.08 Million	-59,516 Reduced 11.16%	473,669 $24.5 Million
Q1 2020 Apr 10, 2020	BUY	$50.48 - $51.73 $4.22 Million - $4.32 Million	83,576 Added 18.59%	533,185 $27.6 Million
Q4 2019 Jan 27, 2020	BUY	$50.38 - $50.71 $1.16 Million - $1.16 Million	22,944 Added 5.38%	449,609 $22.7 Million
Q3 2019 Oct 11, 2019	BUY	$50.39 - $50.59 $1.08 Million - $1.09 Million	21,531 Added 5.31%	426,665 $21.6 Million
Q2 2019 Jul 17, 2019	BUY	N/A	208,086 Added 105.6%	405,134 $20.5 Million
Q1 2019 Apr 24, 2019	SELL	N/A	-40,881 Reduced 17.18%	197,048 $9.89 Million
Q4 2018 Jan 25, 2019	BUY	N/A	132,220 Added 125.08%	237,929 $11.9 Million
Q3 2018 Nov 09, 2018	BUY	N/A	23,451 Added 28.51%	105,709 $5.24 Million
Q2 2018 Aug 03, 2018	BUY	N/A	46,262 Added 128.52%	82,258 $4.09 Million
Q1 2018 Apr 17, 2018	BUY	N/A	2,436 Added 7.26%	35,996 $1.79 Million
Q4 2017 Feb 12, 2018	SELL	N/A	-14,670 Reduced 30.42%	33,560 $1.68 Million
Q3 2017 Nov 02, 2017	BUY	N/A	16,578 Added 52.38%	48,230 $2.43 Million
Q2 2017 Aug 11, 2017	BUY	N/A	31,652	31,652 $1.6 Million

Others Institutions Holding SCHO

# of Institutions

705

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

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Domani Wealth, LLC Schwab Short Term Us Treasury Transaction History