Independent Wealth Network Inc. Schwab Short Term Us Treasury Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Independent Wealth Network Inc. holds 18,479 shares of SCHO stock, worth $446,452. This represents 0.19% of its overall portfolio holdings.

Number of Shares

18,479

Previous 9,180 101.3%

Holding current value

$446,452

Previous $449,000 1.11%

% of portfolio

0.19%

Previous 0.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$24.06 - $48.88 $223,733 - $454,535	9,299 Added 101.3%	18,479 $444,000
Q3 2024 Oct 15, 2024	SELL	$47.93 - $49.06 $1,054 - $1,079	-22 Reduced 0.24%	9,180 $449,000
Q2 2024 Jul 18, 2024	BUY	$47.75 - $48.13 $10,314 - $10,396	216 Added 2.4%	9,202 $442,000
Q1 2024 May 20, 2024	BUY	$48.05 - $48.63 $431,777 - $436,989	8,986 New	8,986 $433,000
Q4 2023 Jan 12, 2024	SELL	$47.66 - $48.45 $714 - $726	-15 Reduced 0.16%	9,136 $442,000
Q3 2023 Oct 11, 2023	BUY	$47.78 - $48.2 $3,105 - $3,133	65 Added 0.72%	9,151 $438,000
Q2 2023 Jul 12, 2023	BUY	$48.06 - $48.89 $14,273 - $14,520	297 Added 3.38%	9,086 $436,000
Q1 2023 Apr 18, 2023	SELL	$47.8 - $49.0 $29,540 - $30,282	-618 Reduced 6.57%	8,789 $428,000
Q4 2022 Jan 25, 2023	SELL	$47.89 - $48.47 $240,838 - $243,755	-5,029 Reduced 34.84%	9,407 $0
Q3 2022 Oct 17, 2022	SELL	$48.15 - $49.37 $20,993 - $21,525	-436 Reduced 2.93%	14,436 $697,000
Q2 2022 Jul 26, 2022	BUY	$48.73 - $49.59 $319,668 - $325,310	6,560 Added 78.92%	14,872 $732,000
Q1 2022 Apr 20, 2022	SELL	$49.47 - $50.82 $47,936 - $49,244	-969 Reduced 10.44%	8,312 $412,000
Q4 2021 Feb 10, 2022	BUY	$50.83 - $51.21 $254 - $256	5 Added 0.05%	9,281 $472,000
Q3 2021 Nov 04, 2021	BUY	$51.18 - $51.3 $474,745 - $475,858	9,276 New	9,276 $473,000

Others Institutions Holding SCHO

# of Institutions

623

Shares Held

208M

Call Options Held

74.3K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Schwab Short Term Us Treasury Transaction History