United Capital Financial Advisers, LLC Schwab Short Term Us Treasury Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 33,941 shares of SCHO stock, worth $823,748. This represents 0.01% of its overall portfolio holdings.

Number of Shares
33,941
Previous 16,887 100.99%
Holding current value
$823,748
Previous $827,000 1.33%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Feb 13, 2025
BUY
$24.06 - $48.88 $410,319 - $833,599
17,054 Added 100.99%
33,941 $816,000
Q3 2024

Nov 12, 2024
SELL
$47.93 - $49.06 $65,903 - $67,457
-1,375 Reduced 7.53%
16,887 $827,000
Q2 2024

Aug 14, 2024
BUY
$47.75 - $48.13 $41,256 - $41,584
864 Added 4.97%
18,262 $878,000
Q1 2024

May 15, 2024
SELL
$48.05 - $48.63 $601,441 - $608,701
-12,517 Reduced 41.84%
17,398 $838,000
Q4 2023

Feb 14, 2024
SELL
$47.66 - $48.45 $3.4 Million - $3.45 Million
-71,282 Reduced 70.44%
29,915 $1.45 Million
Q3 2023

Nov 14, 2023
SELL
$47.78 - $48.2 $336,180 - $339,135
-7,036 Reduced 6.5%
101,197 $4.85 Million
Q2 2023

Aug 14, 2023
BUY
$48.06 - $48.89 $122,312 - $124,425
2,545 Added 2.41%
108,233 $5.2 Million
Q1 2023

Aug 14, 2023
SELL
$47.8 - $49.0 $146,029 - $149,695
-3,055 Reduced 2.82%
105,178 $5.13 Million
Q1 2023

May 15, 2023
SELL
$47.8 - $49.0 $1.65 Million - $1.69 Million
-34,464 Reduced 24.59%
105,688 $5.16 Million
Q4 2022

Feb 14, 2023
SELL
$47.89 - $48.47 $797,799 - $807,461
-16,659 Reduced 10.62%
140,152 $6.76 Million
Q3 2022

Nov 14, 2022
SELL
$48.15 - $49.37 $6.62 Million - $6.79 Million
-137,517 Reduced 46.72%
156,811 $7.57 Million
Q2 2022

Aug 11, 2022
SELL
$48.73 - $49.59 $3.9 Million - $3.97 Million
-80,054 Reduced 21.38%
294,328 $14.5 Million
Q1 2022

May 16, 2022
SELL
$49.47 - $50.82 $2.6 Million - $2.67 Million
-52,516 Reduced 12.3%
374,382 $18.5 Million
Q4 2021

Feb 14, 2022
SELL
$50.83 - $51.21 $656,164 - $661,069
-12,909 Reduced 2.94%
426,898 $21.7 Million
Q3 2021

Nov 15, 2021
SELL
$51.18 - $51.3 $895,291 - $897,390
-17,493 Reduced 3.83%
439,807 $22.5 Million
Q2 2021

Aug 13, 2021
SELL
$51.19 - $51.33 $393,139 - $394,214
-7,680 Reduced 1.65%
457,300 $23.4 Million
Q1 2021

May 14, 2021
SELL
$51.27 - $51.41 $1.97 Million - $1.98 Million
-38,478 Reduced 7.64%
464,980 $23.9 Million
Q4 2020

Feb 17, 2021
BUY
$51.37 - $51.48 $208,870 - $209,317
4,066 Added 0.81%
503,458 $25.9 Million
Q3 2020

Nov 13, 2020
BUY
$51.49 - $51.63 $2.41 Million - $2.41 Million
46,748 Added 10.33%
499,392 $25.7 Million
Q2 2020

Aug 13, 2020
SELL
$51.53 - $51.71 $3.62 Million - $3.63 Million
-70,173 Reduced 13.42%
452,644 $23.4 Million
Q1 2020

May 15, 2020
BUY
$50.48 - $51.73 $1.28 Million - $1.32 Million
25,452 Added 5.12%
522,817 $27 Million
Q4 2019

Feb 14, 2020
SELL
$50.38 - $50.71 $747,185 - $752,080
-14,831 Reduced 2.9%
497,365 $25.1 Million
Q3 2019

Nov 14, 2019
SELL
$50.39 - $50.59 $669,128 - $671,784
-13,279 Reduced 2.53%
512,196 $25.9 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-135,653 Reduced 20.52%
525,475 $26.6 Million
Q1 2019

May 14, 2019
SELL
N/A
-37,722 Reduced 5.4%
661,128 $33.2 Million
Q4 2018

Feb 14, 2019
BUY
N/A
115,050 Added 19.71%
698,850 $34.9 Million
Q3 2018

Nov 14, 2018
BUY
N/A
65,778 Added 12.7%
583,800 $28.9 Million
Q2 2018

Aug 14, 2018
BUY
N/A
50,439 Added 10.79%
518,022 $25.8 Million
Q1 2018

May 15, 2018
BUY
N/A
4,402 Added 0.95%
467,583 $23.3 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-4,050 Reduced 0.87%
463,181 $23.2 Million
Q3 2017

Nov 14, 2017
BUY
N/A
458,011 Added 4967.58%
467,231 $23.5 Million
Q2 2017

Aug 14, 2017
BUY
N/A
9,220
9,220 $465,000

Others Institutions Holding SCHO

# of Institutions
663
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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