Foster & Motley Inc Schwab Short Term Us Treasury Transaction History

Foster & Motley Inc

$1.54 Billion
Q4 2024

A detailed history of Foster & Motley Inc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Foster & Motley Inc holds 12,654 shares of SCHO stock, worth $306,732. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,654

Previous 5,358 136.17%

Holding current value

$306,732

Previous $262,000 16.03%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$24.06 - $48.88 $175,541 - $356,628	7,296 Added 136.17%	12,654 $304,000
Q3 2024 Oct 30, 2024	BUY	$47.93 - $49.06 $36,618 - $37,481	764 Added 16.63%	5,358 $262,000
Q2 2024 Aug 02, 2024	BUY	$47.75 - $48.13 $3,342 - $3,369	70 Added 1.55%	4,594 $221,000
Q1 2024 Apr 18, 2024	SELL	$48.05 - $48.63 $144 - $145	-3 Reduced 0.07%	4,524 $218,000
Q4 2023 Feb 01, 2024	BUY	$47.66 - $48.45 $215,756 - $219,333	4,527 New	4,527 $219,000
Q1 2023 May 09, 2023	BUY	$47.8 - $49.0 $5,975 - $6,125	125 Added 2.2%	5,798 $283,000
Q4 2022 Feb 09, 2023	BUY	$47.89 - $48.47 $9,913 - $10,033	207 Added 3.79%	5,673 $274,000
Q3 2022 Nov 04, 2022	BUY	$48.15 - $49.37 $19,597 - $20,093	407 Added 8.05%	5,466 $264,000
Q2 2022 Aug 09, 2022	BUY	$48.73 - $49.59 $246,525 - $250,875	5,059 New	5,059 $249,000

Others Institutions Holding SCHO

# of Institutions

664

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Foster & Motley Inc Schwab Short Term Us Treasury Transaction History