Wealthcare Advisory Partners LLC Schwab Short Term Us Treasury Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 41,538 shares of SCHO stock, worth $1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

41,538

Previous 8,872 368.19%

Holding current value

$1 Million

Previous $427,000 376.35%

% of portfolio

0.06%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$47.93 - $49.06 $1.57 Million - $1.6 Million	32,666 Added 368.19%	41,538 $2.03 Million
Q2 2024 Aug 09, 2024	BUY	$47.75 - $48.13 $52,572 - $52,991	1,101 Added 14.17%	8,872 $427,000
Q1 2024 Apr 15, 2024	BUY	$48.05 - $48.63 $32,193 - $32,582	670 Added 9.44%	7,771 $374,000
Q4 2023 Feb 06, 2024	BUY	$47.66 - $48.45 $338,433 - $344,043	7,101 New	7,101 $344,000
Q2 2021 Aug 16, 2021	SELL	$51.19 - $51.33 $132,326 - $132,688	-2,585 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$51.27 - $51.41 $132,532 - $132,894	2,585 New	2,585 $133,000
Q2 2020 Jul 29, 2020	SELL	$51.53 - $51.71 $110,944 - $111,331	-2,153 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$50.48 - $51.73 $8,430 - $8,638	167 Added 8.41%	2,153 $111,000
Q4 2019 Jan 29, 2020	BUY	$50.38 - $50.71 $151 - $152	3 Added 0.15%	1,986 $100,000
Q3 2019 Oct 17, 2019	BUY	$50.39 - $50.59 $100 - $101	2 Added 0.1%	1,983 $100,000
Q2 2019 Jul 30, 2019	BUY	N/A	1,514 Added 324.2%	1,981 $100,000
Q1 2019 May 13, 2019	BUY	N/A	467 New	467 $23,000

Others Institutions Holding SCHO

# of Institutions

625

Shares Held

186M

Call Options Held

74.3K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Account

Wealthcare Advisory Partners LLC Schwab Short Term Us Treasury Transaction History