Rockbridge Investment Management, Lcc Schwab Short Term Us Treasury Transaction History

Rockbridge Investment Management, Lcc

  • $780 Billion
  • Q4 2024

A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 13,360 shares of SCHO stock, worth $325,048. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,360
Previous 12,025 11.1%
Holding current value
$325,048
Previous $589 Million 45.42%
% of portfolio
0.04%
Previous 0.08%

Shares

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

Feb 12, 2025
BUY
$24.06 - $48.88 $32,120 - $65,254
1,335 Added 11.1%
13,360 $321 Million
Q2 2024

Aug 14, 2024
BUY
$47.75 - $48.13 $13,943 - $14,053
292 Added 2.49%
12,025 $579 Million
Q1 2024

May 15, 2024
BUY
$48.05 - $48.63 $3,363 - $3,404
70 Added 0.6%
11,733 $566 Million
Q4 2023

Feb 14, 2024
SELL
$47.66 - $48.45 $1.12 Million - $1.14 Million
-23,542 Reduced 66.87%
11,663 $565 Million
Q3 2023

May 28, 2024
BUY
$47.78 - $48.2 $2,962 - $2,988
62 Added 0.58%
10,663 $510,000
Q2 2023

May 28, 2024
BUY
$48.06 - $48.89 $1,057 - $1,075
22 Added 0.21%
10,601 $509,000
Q1 2023

May 28, 2024
SELL
$47.8 - $49.0 $35,419 - $36,309
-741 Reduced 6.55%
10,579 $516,000
Q4 2022

May 28, 2024
SELL
$47.89 - $48.47 $4,166 - $4,216
-87 Reduced 0.76%
11,320 $546,000
Q3 2022

May 28, 2024
SELL
$48.15 - $49.37 $33,897 - $34,756
-704 Reduced 5.81%
11,407 $0
Q2 2022

May 28, 2024
SELL
$48.73 - $49.59 $1.11 Million - $1.13 Million
-22,743 Reduced 65.25%
12,111 $0
Q1 2022

May 28, 2024
BUY
$49.47 - $50.82 $1.14 Million - $1.18 Million
23,121 Added 197.06%
34,854 $0
Q4 2021

Feb 14, 2022
BUY
$50.83 - $51.21 $509,723 - $513,533
10,028 Added 39.83%
35,205 $1.79 Million
Q3 2021

Nov 12, 2021
SELL
$51.18 - $51.3 $7,267 - $7,284
-142 Reduced 0.56%
25,177 $0
Q2 2021

Aug 05, 2021
BUY
$51.19 - $51.33 $94,240 - $94,498
1,841 Added 7.84%
25,319 $1.3 Million
Q1 2021

May 20, 2021
BUY
$51.27 - $51.41 $261,989 - $262,705
5,110 Added 27.82%
23,478 $1.21 Million
Q4 2020

Mar 04, 2021
SELL
$51.37 - $51.48 $578,220 - $579,458
-11,256 Reduced 38.0%
18,368 $944,000
Q3 2020

Nov 03, 2020
SELL
$51.49 - $51.63 $79,655 - $79,871
-1,547 Reduced 4.96%
29,624 $1.53 Million
Q2 2020

Aug 20, 2020
BUY
$51.53 - $51.71 $1.61 Million - $1.61 Million
31,171 New
31,171 $1.61 Million

Others Institutions Holding SCHO

# of Institutions
668
Shares Held
348M
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
Track This Portfolio

Track Rockbridge Investment Management, Lcc Portfolio

Follow Rockbridge Investment Management, Lcc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

News

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email