Blake Schutter Theil Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Blake Schutter Theil Wealth Advisors, LLC

  • $88 Billion
  • Q1 2025

A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 36,758 shares of SCHO stock, worth $892,851. This represents 1.02% of its overall portfolio holdings.

Number of Shares
36,758
Previous 37,480 1.93%
Holding current value
$892,851
Previous $902 Million 0.79%
% of portfolio
1.02%
Previous 0.95%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$24.1 - $24.34 $17,400 - $17,573
-722 Reduced 1.93%
36,758 $895 Million
Q4 2024

Feb 07, 2025
BUY
$24.06 - $48.88 $344,611 - $700,108
14,323 Added 61.85%
37,480 $902 Million
Q3 2024

Oct 31, 2024
BUY
$47.93 - $49.06 $1.11 Million - $1.14 Million
23,157 New
23,157 $1.13 Billion

Others Institutions Holding SCHO

# of Institutions
699
Shares Held
313M
Call Options Held
104K
Put Options Held
38.4K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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