Financial Advocates Investment Management Schwab Short Term Us Treasury Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Financial Advocates Investment Management holds 3,486 shares of SCHO stock, worth $83,942. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,486

Holding current value

$83,942

% of portfolio

0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$47.93 - $49.06 $167,083 - $171,023	3,486 New	3,486 $170,000
Q4 2023 Feb 08, 2024	SELL	$47.66 - $48.45 $3,050 - $3,100	-64 Reduced 1.42%	4,436 $214,000
Q3 2023 Oct 27, 2023	SELL	$47.78 - $48.2 $217,351 - $219,261	-4,549 Reduced 50.27%	4,500 $215,000
Q2 2023 Aug 07, 2023	BUY	$48.06 - $48.89 $160,952 - $163,732	3,349 Added 58.75%	9,049 $434,000
Q1 2023 May 11, 2023	SELL	$47.8 - $49.0 $225,472 - $231,133	-4,717 Reduced 45.28%	5,700 $278,000
Q4 2022 Feb 14, 2023	SELL	$47.89 - $48.47 $82,993 - $83,998	-1,733 Reduced 14.26%	10,417 $502,000
Q3 2022 Nov 14, 2022	SELL	$48.15 - $49.37 $48,150 - $49,370	-1,000 Reduced 7.6%	12,150 $586,000
Q2 2022 Aug 12, 2022	SELL	$48.73 - $49.59 $535,055 - $544,498	-10,980 Reduced 45.5%	13,150 $647,000
Q1 2022 May 11, 2022	BUY	$49.47 - $50.82 $197 - $203	4 Added 0.02%	24,130 $1.2 Million
Q4 2021 Feb 14, 2022	SELL	$50.83 - $51.21 $63,181 - $63,654	-1,243 Reduced 4.9%	24,126 $1.23 Million
Q3 2021 Nov 04, 2021	BUY	$51.18 - $51.3 $307 - $307	6 Added 0.02%	25,369 $1.3 Million
Q2 2021 Aug 03, 2021	SELL	$51.19 - $51.33 $394,623 - $395,702	-7,709 Reduced 23.31%	25,363 $1.3 Million
Q1 2021 May 10, 2021	SELL	$51.27 - $51.41 $365,708 - $366,707	-7,133 Reduced 17.74%	33,072 $1.7 Million
Q4 2020 Feb 12, 2021	SELL	$51.37 - $51.48 $14.7 Million - $14.8 Million	-287,046 Reduced 87.71%	40,205 $2.06 Million
Q3 2020 Nov 04, 2020	SELL	$51.49 - $51.63 $288,086 - $288,869	-5,595 Reduced 1.68%	327,251 $16.9 Million
Q2 2020 Aug 14, 2020	SELL	$51.53 - $51.71 $340,304 - $341,492	-6,604 Reduced 1.95%	332,846 $17.2 Million
Q1 2020 Apr 29, 2020	BUY	$50.48 - $51.73 $4.01 Million - $4.11 Million	79,421 Added 30.54%	339,450 $15.7 Million
Q4 2019 Feb 13, 2020	SELL	$50.38 - $50.71 $521,936 - $525,355	-10,360 Reduced 3.83%	260,029 $13.1 Million
Q3 2019 Nov 13, 2019	BUY	$50.39 - $50.59 $2.58 Million - $2.59 Million	51,180 Added 23.35%	270,389 $13.7 Million
Q2 2019 Aug 08, 2019	BUY	N/A	166,675 Added 317.27%	219,209 $11.1 Million
Q1 2019 May 16, 2019	SELL	N/A	-155,424 Reduced 74.74%	52,534 $2.64 Million
Q4 2018 May 09, 2019	BUY	N/A	174,512 Added 521.77%	207,958 $10.4 Million
Q4 2018 Mar 04, 2019	SELL	N/A	-174,512 Reduced 83.92%	33,446 $1.67 Million
Q4 2018 Feb 14, 2019	BUY	N/A	190,499 Added 1091.12%	207,958 $0
Q3 2018 Nov 14, 2018	BUY	N/A	7 Added 0.04%	17,459 $0
Q2 2018 Aug 09, 2018	BUY	N/A	1,787 Added 11.41%	17,452 $867,000
Q1 2018 May 11, 2018	BUY	N/A	15,665 New	15,665 $781,000

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

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Financial Advocates Investment Management Schwab Short Term Us Treasury Transaction History