Weatherly Asset Management L. P. Schwab Short Term Us Treasury Transaction History

Weatherly Asset Management L. P.

  • $1.14 Billion
  • Q3 2024

A detailed history of Weatherly Asset Management L. P. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 4,250 shares of SCHO stock, worth $102,340. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,250
Previous 4,250 -0.0%
Holding current value
$102,340
Previous $204,000 1.96%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$48.05 - $48.63 $48 - $48
-1 Reduced 0.02%
4,250 $204,000
Q4 2023

Feb 01, 2024
SELL
$47.66 - $48.45 $250,453 - $254,604
-5,255 Reduced 55.28%
4,251 $205,000
Q4 2019

Jan 23, 2020
BUY
$50.38 - $50.71 $50 - $50
1 Added 0.01%
9,506 $480,000
Q4 2017

Jan 31, 2018
BUY
N/A
9,505
9,505 $476,000

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
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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