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%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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