1620 Investment Advisors, Inc. Schwab Short Term Us Treasury Transaction History

1620 Investment Advisors, Inc.

$142 Million
Q3 2025

A detailed history of 1620 Investment Advisors, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 19,117 shares of SCHO stock, worth $466,645. This represents 0.33% of its overall portfolio holdings.

Number of Shares

19,117

Previous 26,476 27.79%

Holding current value

$466,645

Previous $645,000 27.75%

% of portfolio

0.33%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$24.23 - $24.42 $178,308 - $179,706	-7,359 Reduced 27.79%	19,117 $466,000
Q2 2025 Aug 07, 2025	BUY	$24.19 - $24.45 $621,102 - $627,778	25,676 Added 3209.5%	26,476 $645,000
Q1 2025 May 14, 2025	SELL	$24.1 - $24.34 $3,615 - $3,651	-150 Reduced 15.79%	800 $19,000
Q4 2024 Feb 11, 2025	BUY	$24.06 - $48.88 $11,428 - $23,218	475 Added 100.0%	950 $22,000
Q3 2024 Oct 25, 2024	BUY	$47.93 - $49.06 $4,313 - $4,415	90 Added 23.38%	475 $23,000
Q2 2024 Jul 23, 2024	BUY	$47.75 - $48.13 $18,383 - $18,530	385 New	385 $18,000

Others Institutions Holding SCHO

# of Institutions

710

Shares Held

319M

Call Options Held

98.6K

Put Options Held

70.3K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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1620 Investment Advisors, Inc. Schwab Short Term Us Treasury Transaction History