Balanced Rock Investment Advisor Schwab Short Term Us Treasury Transaction History

Balanced Rock Investment Advisor

$137 Billion
Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 68,923 shares of SCHO stock, worth $1.68 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

68,923

Previous 63,582 8.4%

Holding current value

$1.68 Million

Previous $1.55 Billion 8.49%

% of portfolio

1.23%

Previous 1.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$24.23 - $24.42 $129,412 - $130,427	5,341 Added 8.4%	68,923 $1.68 Billion
Q2 2025 Aug 14, 2025	BUY	$24.19 - $24.45 $5,176 - $5,232	214 Added 0.34%	63,582 $1.55 Billion
Q1 2025 May 12, 2025	BUY	$24.1 - $24.34 $23,256 - $23,488	965 Added 1.55%	63,368 $1.54 Billion
Q4 2024 Feb 13, 2025	BUY	$24.06 - $48.88 $809,161 - $1.64 Million	33,631 Added 116.89%	62,403 $1.5 Billion
Q3 2024 Nov 13, 2024	BUY	$47.93 - $49.06 $119,729 - $122,551	2,498 Added 9.51%	28,772 $1.41 Billion

Q2 2024 Jul 31, 2024	BUY	$47.75 - $48.13 $69,380 - $69,932	1,453 Added 5.85%	26,274 $1.26 Billion
Q1 2024 May 13, 2024	SELL	$48.05 - $48.63 $274,221 - $277,531	-5,707 Reduced 18.69%	24,821 $1.2 Billion
Q4 2023 Feb 13, 2024	BUY	$47.66 - $48.45 $1.45 Million - $1.48 Million	30,528 New	30,528 $1.48 Billion

Others Institutions Holding SCHO

# of Institutions

706

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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Balanced Rock Investment Advisor Schwab Short Term Us Treasury Transaction History