True Link Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

True Link Financial Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of True Link Financial Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 37,831 shares of SCHO stock, worth $917,023. This represents 0.08% of its overall portfolio holdings.

Number of Shares
37,831
Previous 18,446 105.09%
Holding current value
$917,023
Previous $903,000 0.78%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 16, 2025
BUY
$24.06 - $48.88 $466,403 - $947,538
19,385 Added 105.09%
37,831 $910,000
Q3 2024

Oct 25, 2024
SELL
$47.93 - $49.06 $23,917 - $24,480
-499 Reduced 2.63%
18,446 $903,000
Q2 2024

Jul 12, 2024
SELL
$47.75 - $48.13 $187,132 - $188,621
-3,919 Reduced 17.14%
18,945 $911,000
Q1 2024

Apr 19, 2024
BUY
$48.05 - $48.63 $62,657 - $63,413
1,304 Added 6.05%
22,864 $1.1 Million
Q4 2023

Jan 19, 2024
SELL
$47.66 - $48.45 $292,584 - $297,434
-6,139 Reduced 22.16%
21,560 $1.04 Million
Q3 2023

Oct 30, 2023
BUY
$47.78 - $48.2 $563,421 - $568,374
11,792 Added 74.13%
27,699 $1.33 Million
Q2 2023

Jul 20, 2023
SELL
$48.06 - $48.89 $539,377 - $548,692
-11,223 Reduced 41.37%
15,907 $764,000
Q1 2023

May 05, 2023
BUY
$47.8 - $49.0 $1.3 Million - $1.33 Million
27,130 New
27,130 $1.32 Million
Q1 2022

May 16, 2022
SELL
$49.47 - $50.82 $35,469 - $36,437
-717 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$51.27 - $51.41 $5,947 - $5,963
116 Added 19.3%
717 $37,000
Q4 2020

Feb 16, 2021
BUY
$51.37 - $51.48 $30,873 - $30,939
601 New
601 $31,000

Others Institutions Holding SCHO

# of Institutions
664
Shares Held
344M
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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