American Investment Services, Inc. Schwab Short Term Us Treasury Transaction History

American Investment Services, Inc.

$546 Million
Q4 2024

A detailed history of American Investment Services, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, American Investment Services, Inc. holds 118,223 shares of SCHO stock, worth $2.89 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

118,223

Previous 55,294 113.81%

Holding current value

$2.89 Million

Previous $1.33 Million 113.83%

% of portfolio

0.52%

Previous 0.24%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 03, 2025	BUY	$24.06 - $48.88 $1.51 Million - $3.08 Million	62,929 Added 113.81%	118,223 $2.84 Million
Q3 2024 Nov 14, 2024	BUY	$47.93 - $49.06 $146,186 - $149,633	3,050 Added 5.84%	55,294 $2.71 Million
Q2 2024 Aug 14, 2024	BUY	$47.75 - $48.13 $289,842 - $292,149	6,070 Added 13.15%	52,244 $2.51 Million
Q1 2024 May 13, 2024	BUY	$48.05 - $48.63 $64,867 - $65,650	1,350 Added 3.01%	46,174 $2.23 Million
Q4 2023 Feb 12, 2024	BUY	$47.66 - $48.45 $238,585 - $242,540	5,006 Added 12.57%	44,824 $2.17 Million
Q3 2023 Nov 09, 2023	SELL	$47.78 - $48.2 $291,458 - $294,020	-6,100 Reduced 13.28%	39,818 $1.91 Million
Q2 2023 Aug 07, 2023	BUY	$48.06 - $48.89 $158,598 - $161,337	3,300 Added 7.74%	45,918 $2.21 Million
Q4 2022 Feb 03, 2023	BUY	$47.89 - $48.47 $2.04 Million - $2.07 Million	42,618 New	42,618 $2.06 Million
Q3 2021 Nov 09, 2021	SELL	$51.18 - $51.3 $289,781 - $290,460	-5,662 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$51.27 - $51.41 $106,692 - $106,984	-2,081 Reduced 26.88%	5,662 $291,000
Q3 2020 Oct 29, 2020	BUY	$51.49 - $51.63 $29,349 - $29,429	570 Added 7.95%	7,743 $399,000
Q2 2020 Aug 03, 2020	SELL	$51.53 - $51.71 $85,385 - $85,683	-1,657 Reduced 18.77%	7,173 $370,000
Q1 2020 Apr 28, 2020	BUY	$50.48 - $51.73 $96,366 - $98,752	1,909 Added 27.58%	8,830 $457,000
Q4 2019 Jan 29, 2020	BUY	$50.38 - $50.71 $94,512 - $95,131	1,876 Added 37.19%	6,921 $349,000
Q3 2019 Nov 08, 2019	BUY	$50.39 - $50.59 $254,217 - $255,226	5,045 New	5,045 $255,000

Others Institutions Holding SCHO

# of Institutions

685

Shares Held

353M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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American Investment Services, Inc. Schwab Short Term Us Treasury Transaction History