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

1620 Investment Advisors, Inc.

$133 Million
Q2 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 26,476 shares of SCHO stock, worth $643,631. This represents 0.48% of its overall portfolio holdings.

Number of Shares

26,476

Previous 800 3209.5%

Holding current value

$643,631

Previous $19,000 3294.74%

% of portfolio

0.48%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

702

Shares Held

314M

Call Options Held

104K

Put Options Held

38.4K

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