Advocate Group LLC Schwab Short Term Us Treasury Transaction History

Advocate Group LLC

$551 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	SELL	$47.66 - $48.45 $382,566 - $388,908	-8,027 Reduced 56.86%	6,091 $295,000
Q3 2023 Oct 17, 2023	BUY	$47.78 - $48.2 $8,695 - $8,772	182 Added 1.31%	14,118 $676,000
Q2 2023 Jul 20, 2023	SELL	$48.06 - $48.89 $2.51 Million - $2.55 Million	-52,232 Reduced 78.94%	13,936 $669,000
Q1 2023 Apr 19, 2023	SELL	$47.8 - $49.0 $1.47 Million - $1.51 Million	-30,763 Reduced 31.74%	66,168 $3.23 Million
Q4 2022 Jan 18, 2023	BUY	$47.89 - $48.47 $3.14 Million - $3.17 Million	65,493 Added 208.32%	96,931 $0
Q3 2022 Oct 19, 2022	SELL	$48.15 - $49.37 $3.18 Million - $3.26 Million	-65,975 Reduced 67.73%	31,438 $1.52 Million
Q2 2022 Jul 27, 2022	BUY	$48.73 - $49.59 $4.75 Million - $4.83 Million	97,413 New	97,413 $4.79 Million

Others Institutions Holding SCHO

# of Institutions

620

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

Bank Of America Corp Charlotte, NC

78.2M
Shares

$1.89 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$295 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

8.71M
Shares

$211 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

8.65M
Shares

$209 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

7.75M
Shares

$187 Million
0.51% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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