Ima Wealth, Inc. Schwab Short Term Us Treasury Transaction History

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Number of Shares
0
Holding current value
$0
% of portfolio
0.0%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$47.93 - $49.06 $0 - $0
0 New
0 $0
Q3 2023

Nov 28, 2023
SELL
$47.78 - $48.2 $217,446 - $219,358
-4,551 Reduced 76.09%
1,430 $68,000
Q2 2023

Aug 15, 2023
SELL
$48.06 - $48.89 $745,554 - $758,430
-15,513 Reduced 72.17%
5,981 $287,000
Q1 2023

May 15, 2023
SELL
$47.8 - $49.0 $26,576 - $27,244
-556 Reduced 2.52%
21,494 $1.05 Million
Q4 2022

Feb 15, 2023
SELL
$47.89 - $48.47 $5,986 - $6,058
-125 Reduced 0.56%
22,050 $1.06 Million
Q3 2022

Nov 15, 2022
SELL
$48.15 - $49.37 $24,604 - $25,228
-511 Reduced 2.25%
22,175 $1.07 Million
Q2 2022

Aug 18, 2022
SELL
$48.73 - $49.59 $4,093 - $4,165
-84 Reduced 0.37%
22,686 $1.12 Million
Q1 2022

Jun 13, 2022
BUY
$49.47 - $50.82 $70,841 - $72,774
1,432 Added 6.71%
22,770 $1.13 Million
Q4 2021

Feb 14, 2022
SELL
$50.83 - $51.21 $16,570 - $16,694
-326 Reduced 1.5%
21,338 $1.09 Million
Q3 2021

Nov 03, 2021
BUY
$51.18 - $51.3 $20,420 - $20,468
399 Added 1.88%
21,664 $1.11 Million
Q2 2021

Aug 13, 2021
BUY
$51.19 - $51.33 $48,374 - $48,506
945 Added 4.65%
21,265 $1.09 Million
Q1 2021

May 13, 2021
SELL
$51.27 - $51.41 $31,684 - $31,771
-618 Reduced 2.95%
20,320 $1.04 Million
Q4 2020

Feb 08, 2021
BUY
$51.37 - $51.48 $190,069 - $190,476
3,700 Added 21.46%
20,938 $1.08 Million
Q3 2020

Nov 16, 2020
BUY
$51.49 - $51.63 $452,442 - $453,672
8,787 Added 103.98%
17,238 $888,000
Q2 2020

Aug 13, 2020
SELL
$51.53 - $51.71 $108,676 - $109,056
-2,109 Reduced 19.97%
8,451 $436,000
Q1 2020

Apr 14, 2020
BUY
$50.48 - $51.73 $47,047 - $48,212
932 Added 9.68%
10,560 $546,000
Q4 2019

Feb 24, 2020
BUY
$50.38 - $50.71 $5,491 - $5,527
109 Added 1.15%
9,628 $486,000
Q3 2019

Oct 29, 2019
SELL
$50.39 - $50.59 $29,679 - $29,797
-589 Reduced 5.83%
9,519 $482,000
Q2 2019

Jul 19, 2019
BUY
N/A
512 Added 5.34%
10,108 $511,000
Q1 2019

May 09, 2019
BUY
N/A
2,865 Added 42.56%
9,596 $482,000
Q4 2018

Jan 15, 2019
BUY
N/A
144 Added 2.19%
6,731 $336,000
Q3 2018

Oct 18, 2018
BUY
N/A
497 Added 8.16%
6,587 $327,000
Q2 2018

Aug 01, 2018
SELL
N/A
-22 Reduced 0.36%
6,090 $303,000
Q1 2018

Apr 20, 2018
BUY
N/A
147 Added 2.46%
6,112 $305,000
Q4 2017

Feb 05, 2018
BUY
N/A
5,965
5,965 $298,000

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

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Ima Wealth, Inc. Portfolio

Follow Ima Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email