One Ascent Financial Services LLC Schwab Short Term Us Treasury Transaction History

One Ascent Financial Services LLC

  • $1.18 Billion
  • Q4 2024

A detailed history of One Ascent Financial Services LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, One Ascent Financial Services LLC holds 9,425 shares of SCHO stock, worth $229,027. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,425
Holding current value
$229,027
% of portfolio
0.02%

Shares

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

Feb 12, 2025
BUY
$24.06 - $48.88 $226,765 - $460,694
9,425 New
9,425 $227,000
Q1 2024

Apr 16, 2024
SELL
$48.05 - $48.63 $32,529 - $32,922
-677 Reduced 12.95%
4,551 $219,000
Q4 2023

Jan 11, 2024
BUY
$47.66 - $48.45 $45,705 - $46,463
959 Added 22.46%
5,228 $253,000
Q3 2023

Oct 13, 2023
BUY
$47.78 - $48.2 $203,972 - $205,765
4,269 New
4,269 $204,000

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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