Smart Portfolios, LLC Schwab Short Term Us Treasury Transaction History

Smart Portfolios, LLC

  • $91.2 Million
  • Q3 2024

A detailed history of Smart Portfolios, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Smart Portfolios, LLC holds 19,035 shares of SCHO stock, worth $461,789. This represents 1.02% of its overall portfolio holdings.

Number of Shares
19,035
Previous 19,035 -0.0%
Holding current value
$461,789
Previous $916,000 1.75%
% of portfolio
1.02%
Previous 1.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$47.75 - $48.13 $14,802 - $14,920
310 Added 1.66%
19,035 $916,000
Q1 2024

May 01, 2024
BUY
$48.05 - $48.63 $685,433 - $693,706
14,265 Added 319.84%
18,725 $902,000
Q4 2023

Feb 13, 2024
BUY
$47.66 - $48.45 $212,563 - $216,087
4,460 New
4,460 $216,000
Q1 2022

Jun 09, 2022
SELL
$49.47 - $50.82 $6.46 Million - $6.63 Million
-130,518 Closed
0 $0
Q3 2021

Nov 10, 2021
BUY
$51.18 - $51.3 $6.68 Million - $6.7 Million
130,518 New
130,518 $6.68 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-235,961 Closed
0 $0
Q3 2017

Oct 23, 2017
BUY
N/A
235,961
235,961 $11.9 Million

Others Institutions Holding SCHO

# of Institutions
609
Shares Held
169M
Call Options Held
42K
Put Options Held
33.9K
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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