Lederer & Associates Investment Counsel Schwab Short Term Us Treasury Transaction History

Lederer & Associates Investment Counsel

  • $143 Million
  • Q4 2024

A detailed history of Lederer & Associates Investment Counsel transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 17,770 shares of SCHO stock, worth $432,344. This represents 0.3% of its overall portfolio holdings.

Number of Shares
17,770
Previous 8,646 105.53%
Holding current value
$432,344
Previous $423,000 1.18%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Jan 24, 2025
BUY
$24.06 - $48.88 $219,523 - $445,981
9,124 Added 105.53%
17,770 $428,000
Q3 2024

Oct 24, 2024
BUY
$47.93 - $49.06 $718 - $735
15 Added 0.17%
8,646 $423,000
Q2 2024

Aug 02, 2024
BUY
$47.75 - $48.13 $716 - $721
15 Added 0.17%
8,631 $415,000
Q1 2024

Apr 29, 2024
BUY
$48.05 - $48.63 $2,306 - $2,334
48 Added 0.56%
8,616 $415,000
Q4 2023

Jan 19, 2024
SELL
$47.66 - $48.45 $39,176 - $39,825
-822 Reduced 8.75%
8,568 $415,000
Q3 2023

Oct 23, 2023
SELL
$47.78 - $48.2 $92,645 - $93,459
-1,939 Reduced 17.12%
9,390 $450,000
Q2 2023

Aug 04, 2023
SELL
$48.06 - $48.89 $72,810 - $74,068
-1,515 Reduced 11.8%
11,329 $544,000
Q1 2023

Apr 17, 2023
SELL
$47.8 - $49.0 $23,135 - $23,716
-484 Reduced 3.63%
12,844 $627,000
Q4 2022

Jan 12, 2023
SELL
$47.89 - $48.47 $91,326 - $92,432
-1,907 Reduced 12.52%
13,328 $643,000
Q3 2022

Nov 14, 2022
SELL
$48.15 - $49.37 $9,244 - $9,479
-192 Reduced 1.24%
15,235 $735,000
Q2 2022

Aug 09, 2022
BUY
$48.73 - $49.59 $54,723 - $55,689
1,123 Added 7.85%
15,427 $759,000
Q1 2022

May 24, 2022
BUY
$49.47 - $50.82 $49 - $50
1 Added 0.01%
14,304 $709,000
Q4 2021

Jan 24, 2022
BUY
$50.83 - $51.21 $79,599 - $80,194
1,566 Added 12.29%
14,303 $727,000
Q3 2021

Oct 22, 2021
BUY
$51.18 - $51.3 $30,145 - $30,215
589 Added 4.85%
12,737 $652,000
Q2 2021

Jul 23, 2021
BUY
$51.19 - $51.33 $400,203 - $401,297
7,818 Added 180.55%
12,148 $622,000
Q1 2021

Apr 19, 2021
BUY
$51.27 - $51.41 $15,996 - $16,039
312 Added 7.77%
4,330 $0
Q4 2020

Jan 25, 2021
BUY
$51.37 - $51.48 $154 - $154
3 Added 0.07%
4,018 $207,000
Q3 2020

Jan 13, 2021
SELL
$51.49 - $51.63 $11,894 - $11,926
-231 Reduced 5.44%
4,015 $207,000
Q1 2020

Apr 20, 2020
SELL
$50.48 - $51.73 $63,352 - $64,921
-1,255 Reduced 22.81%
4,246 $220,000
Q4 2019

Feb 07, 2020
BUY
$50.38 - $50.71 $59,801 - $60,192
1,187 Added 27.52%
5,501 $278,000
Q3 2019

Oct 07, 2019
BUY
$50.39 - $50.59 $217,382 - $218,245
4,314 New
4,314 $218,000

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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