Graves Light Lenhart Wealth, Inc. Schwab Short Term Us Treasury Transaction History

Graves Light Lenhart Wealth, Inc.

  • $801 Million
  • Q4 2024

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 12,820 shares of SCHO stock, worth $311,910. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,820
Previous 5,996 113.81%
Holding current value
$311,910
Previous $293,000 5.12%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 13, 2025
BUY
$24.06 - $48.88 $164,185 - $333,557
6,824 Added 113.81%
12,820 $308,000
Q3 2024

Nov 14, 2024
SELL
$47.93 - $49.06 $814 - $834
-17 Reduced 0.28%
5,996 $293,000
Q2 2024

Aug 14, 2024
SELL
$47.75 - $48.13 $1,146 - $1,155
-24 Reduced 0.4%
6,013 $289,000
Q1 2024

May 13, 2024
BUY
$48.05 - $48.63 $290,077 - $293,579
6,037 New
6,037 $291,000
Q2 2022

Aug 15, 2022
SELL
$48.73 - $49.59 $71,097 - $72,351
-1,459 Reduced 11.38%
11,357 $559,000
Q1 2022

May 13, 2022
SELL
$49.47 - $50.82 $3,413 - $3,506
-69 Reduced 0.54%
12,816 $635,000
Q3 2021

Nov 15, 2021
SELL
$51.18 - $51.3 $5,885 - $5,899
-115 Reduced 0.88%
12,885 $660,000
Q1 2021

Apr 09, 2021
SELL
$51.27 - $51.41 $30,762 - $30,845
-600 Reduced 4.41%
13,000 $667,000
Q2 2019

May 10, 2024
BUY
N/A
13,600 New
13,600 $0
Q2 2019

Jul 24, 2019
BUY
N/A
13,600 New
13,600 $688,000

Others Institutions Holding SCHO

# of Institutions
667
Shares Held
345M
Call Options Held
56.5K
Put Options Held
44.6K
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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