New Edge Advisors, LLC Schwab Short Term Us Treasury Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, New Edge Advisors, LLC holds 58,794 shares of SCHO stock, worth $1.43 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
58,794
Previous 64,022 8.17%
Holding current value
$1.43 Million
Previous $3.14 Million 54.9%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 13, 2025
SELL
$24.06 - $48.88 $125,785 - $255,544
-5,228 Reduced 8.17%
58,794 $1.41 Million
Q3 2024

Nov 14, 2024
SELL
$47.93 - $49.06 $152,513 - $156,108
-3,182 Reduced 4.73%
64,022 $3.14 Million
Q2 2024

Aug 15, 2024
BUY
$47.75 - $48.13 $2.12 Million - $2.14 Million
44,379 Added 194.43%
67,204 $3.23 Million
Q1 2024

May 14, 2024
SELL
$48.05 - $48.63 $52,134 - $52,763
-1,085 Reduced 4.54%
22,825 $1.1 Million
Q4 2023

Feb 13, 2024
BUY
$47.66 - $48.45 $273,616 - $278,151
5,741 Added 31.6%
23,910 $1.16 Million
Q3 2023

Nov 14, 2023
BUY
$47.78 - $48.2 $466,237 - $470,335
9,758 Added 116.01%
18,169 $870,000
Q2 2023

Aug 14, 2023
BUY
$48.06 - $48.89 $4,469 - $4,546
93 Added 1.12%
8,411 $404,000
Q1 2023

May 12, 2023
SELL
$47.8 - $49.0 $31,356 - $32,144
-656 Reduced 7.31%
8,318 $405,000
Q4 2022

Feb 14, 2023
BUY
$47.89 - $48.47 $87,495 - $88,554
1,827 Added 25.56%
8,974 $432,000
Q3 2022

Nov 14, 2022
SELL
$48.15 - $49.37 $14,252 - $14,613
-296 Reduced 3.98%
7,147 $345,000
Q2 2022

Aug 09, 2022
BUY
$48.73 - $49.59 $362,697 - $369,098
7,443 New
7,443 $366,000
Q1 2022

May 13, 2022
SELL
$49.47 - $50.82 $495,540 - $509,063
-10,017 Closed
0 $0
Q4 2021

Feb 17, 2022
BUY
$50.83 - $51.21 $509,164 - $512,970
10,017 New
10,017 $510,000

Others Institutions Holding SCHO

# of Institutions
679
Shares Held
350M
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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