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

Blake Schutter Theil Wealth Advisors, LLC

  • $88.1 Billion
  • Q2 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 37,978 shares of SCHO stock, worth $925,903. This represents 1.05% of its overall portfolio holdings.

Number of Shares
37,978
Previous 36,758 3.32%
Holding current value
$925,903
Previous $895 Million 3.49%
% of portfolio
1.05%
Previous 1.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$24.19 - $24.45 $29,511 - $29,829
1,220 Added 3.32%
37,978 $926 Million
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
709
Shares Held
318M
Call Options Held
98.6K
Put Options Held
70.3K
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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