Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Short Term Us Treasury Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 821,653 shares of SCHO stock, worth $19.9 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

821,653

Previous 391,978 109.62%

Holding current value

$19.9 Million

Previous $19.2 Million 2.96%

% of portfolio

0.75%

Previous 0.79%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$24.06 - $48.88 $10.3 Million - $21 Million	429,675 Added 109.62%	821,653 $19.8 Million
Q3 2024 Nov 08, 2024	BUY	$47.93 - $49.06 $736,300 - $753,659	15,362 Added 4.08%	391,978 $19.2 Million
Q2 2024 Aug 13, 2024	BUY	$47.75 - $48.13 $426,264 - $429,656	8,927 Added 2.43%	376,616 $18.1 Million
Q1 2024 Apr 30, 2024	BUY	$48.05 - $48.63 $1.18 Million - $1.19 Million	24,566 Added 7.16%	367,689 $17.7 Million
Q4 2023 Jan 30, 2024	BUY	$47.66 - $48.45 $1.03 Million - $1.05 Million	21,605 Added 6.72%	343,123 $16.6 Million
Q3 2023 Oct 17, 2023	BUY	$47.78 - $48.2 $578,711 - $583,798	12,112 Added 3.91%	321,518 $15.4 Million
Q2 2023 Jul 19, 2023	BUY	$48.06 - $48.89 $525,007 - $534,074	10,924 Added 3.66%	309,406 $14.9 Million
Q1 2023 May 10, 2023	BUY	$47.8 - $49.0 $552,376 - $566,244	11,556 Added 4.03%	298,482 $14.6 Million
Q4 2022 Feb 14, 2023	BUY	$47.89 - $48.47 $49,661 - $50,263	1,037 Added 0.36%	286,926 $13.8 Million
Q3 2022 Oct 26, 2022	BUY	$48.15 - $49.37 $793,078 - $813,173	16,471 Added 6.11%	285,889 $13.8 Million
Q2 2022 Aug 10, 2022	SELL	$48.73 - $49.59 $65,736 - $66,896	-1,349 Reduced 0.5%	269,418 $13.3 Million
Q1 2022 May 13, 2022	BUY	$49.47 - $50.82 $956,551 - $982,655	19,336 Added 7.69%	270,767 $13.4 Million
Q4 2021 Feb 14, 2022	SELL	$50.83 - $51.21 $87,732 - $88,388	-1,726 Reduced 0.68%	251,431 $12.8 Million
Q3 2021 Nov 02, 2021	BUY	$51.18 - $51.3 $1.34 Million - $1.34 Million	26,181 Added 11.53%	253,157 $13 Million
Q2 2021 Jul 27, 2021	BUY	$51.19 - $51.33 $799,280 - $801,466	15,614 Added 7.39%	226,976 $11.6 Million
Q1 2021 May 11, 2021	BUY	$51.27 - $51.41 $1.9 Million - $1.9 Million	36,998 Added 21.22%	211,362 $10.8 Million
Q4 2020 Feb 09, 2021	BUY	$51.37 - $51.48 $485,395 - $486,434	9,449 Added 5.73%	174,364 $8.96 Million
Q3 2020 Oct 20, 2020	BUY	$51.49 - $51.63 $1.21 Million - $1.22 Million	23,549 Added 16.66%	164,915 $8.49 Million
Q2 2020 Jul 02, 2020	BUY	$51.53 - $51.71 $797,838 - $800,625	15,483 Added 12.3%	141,366 $0
Q1 2020 Apr 01, 2020	SELL	$50.48 - $51.73 $268,856 - $275,513	-5,326 Reduced 4.06%	125,883 $0
Q4 2019 Feb 11, 2020	BUY	$50.38 - $50.71 $1.81 Million - $1.82 Million	35,882 Added 37.64%	131,209 $0
Q3 2019 Oct 09, 2019	BUY	$50.39 - $50.59 $237,236 - $238,177	4,708 Added 5.2%	95,327 $0
Q2 2019 Aug 14, 2019	BUY	N/A	1,335 Added 1.5%	90,619 $4.58 Million
Q1 2019 May 08, 2019	SELL	N/A	-143 Reduced 0.16%	89,284 $4.48 Million
Q4 2018 Feb 13, 2019	BUY	N/A	3,576 Added 4.17%	89,427 $4.46 Million
Q3 2018 Nov 14, 2018	BUY	N/A	6,594 Added 8.32%	85,851 $4.24 Million
Q2 2018 Aug 16, 2018	BUY	N/A	3,779 Added 5.01%	79,257 $3.94 Million
Q1 2018 May 15, 2018	BUY	N/A	4,475 Added 6.3%	75,478 $3.76 Million
Q4 2017 Feb 08, 2018	BUY	N/A	5,910 Added 9.08%	71,003 $3.55 Million
Q3 2017 Nov 08, 2017	BUY	N/A	65,093	65,093 $3.28 Million

Others Institutions Holding SCHO

# of Institutions

663

Shares Held

343M

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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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Short Term Us Treasury Transaction History