Ahl Investment Management, Inc. Schwab Short Term Us Treasury Transaction History

Ahl Investment Management, Inc.

$145 Million
Q1 2025

A detailed history of Ahl Investment Management, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ahl Investment Management, Inc. holds 112,451 shares of SCHO stock, worth $2.73 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

112,451

Previous 118,436 5.05%

Holding current value

$2.73 Million

Previous $2.85 Million 4.0%

% of portfolio

1.89%

Previous 2.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$24.1 - $24.34 $144,238 - $145,674	-5,985 Reduced 5.05%	112,451 $2.74 Million
Q4 2024 Jan 16, 2025	BUY	$24.06 - $48.88 $1.36 Million - $2.76 Million	56,419 Added 90.97%	118,436 $2.85 Million
Q3 2024 Oct 30, 2024	SELL	$47.93 - $49.06 $23,389 - $23,941	-488 Reduced 0.78%	62,017 $3.04 Million
Q2 2024 Jul 15, 2024	SELL	$47.75 - $48.13 $265,012 - $267,121	-5,550 Reduced 8.16%	62,505 $3.01 Million
Q1 2024 Apr 15, 2024	SELL	$48.05 - $48.63 $30,031 - $30,393	-625 Reduced 0.91%	68,055 $3.28 Million
Q4 2023 Jan 17, 2024	SELL	$47.66 - $48.45 $272,233 - $276,746	-5,712 Reduced 7.68%	68,680 $3.33 Million
Q3 2023 Oct 05, 2023	SELL	$47.78 - $48.2 $21,931 - $22,123	-459 Reduced 0.61%	74,392 $3.56 Million
Q2 2023 Jul 19, 2023	BUY	$48.06 - $48.89 $20,906 - $21,267	435 Added 0.58%	74,851 $3.6 Million
Q1 2023 Apr 13, 2023	SELL	$47.8 - $49.0 $37,618 - $38,563	-787 Reduced 1.05%	74,416 $3.63 Million
Q4 2022 Jan 17, 2023	SELL	$47.89 - $48.47 $1.2 Million - $1.21 Million	-25,063 Reduced 25.0%	75,203 $0
Q3 2022 Oct 14, 2022	SELL	$48.15 - $49.37 $106,989 - $109,700	-2,222 Reduced 2.17%	100,266 $4.84 Million
Q2 2022 Jul 20, 2022	BUY	$48.73 - $49.59 $46,878 - $47,705	962 Added 0.95%	102,488 $5.04 Million
Q1 2022 Apr 28, 2022	SELL	$49.47 - $50.82 $14,098 - $14,483	-285 Reduced 0.28%	101,526 $5.03 Million
Q4 2021 Feb 03, 2022	BUY	$50.83 - $51.21 $5.18 Million - $5.21 Million	101,811 New	101,811 $5.18 Million

Others Institutions Holding SCHO

# of Institutions

694

Shares Held

308M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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Ahl Investment Management, Inc. Schwab Short Term Us Treasury Transaction History