Cambridge Advisors Inc. Schwab Short Term Us Treasury Transaction History

Cambridge Advisors Inc.

$433 Million
Q4 2024

A detailed history of Cambridge Advisors Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Cambridge Advisors Inc. holds 32,840 shares of SCHO stock, worth $794,728. This represents 0.18% of its overall portfolio holdings.

Number of Shares

32,840

Previous 16,480 99.27%

Holding current value

$794,728

Previous $807,000 2.11%

% of portfolio

0.18%

Previous 0.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$24.06 - $48.88 $393,621 - $799,676	16,360 Added 99.27%	32,840 $790,000
Q4 2023 Jan 16, 2024	SELL	$47.66 - $48.45 $28,595 - $29,070	-600 Reduced 3.51%	16,480 $798,000
Q3 2023 Oct 18, 2023	SELL	$47.78 - $48.2 $4,778 - $4,820	-100 Reduced 0.58%	17,080 $817,000
Q1 2023 Apr 13, 2023	SELL	$47.8 - $49.0 $23,900 - $24,500	-500 Reduced 2.83%	17,180 $838,000
Q2 2022 Jul 18, 2022	SELL	$48.73 - $49.59 $389 - $396	-8 Reduced 0.05%	17,680 $870,000
Q4 2021 Jan 14, 2022	BUY	$50.83 - $51.21 $13,724 - $13,826	270 Added 1.55%	17,688 $899,000
Q1 2021 Apr 22, 2021	BUY	$51.27 - $51.41 $10,254 - $10,282	200 Added 1.16%	17,418 $894,000
Q4 2020 Jan 25, 2021	BUY	$51.37 - $51.48 $28,869 - $28,931	562 Added 3.37%	17,218 $885,000
Q3 2020 Oct 15, 2020	SELL	$51.49 - $51.63 $695,423 - $697,314	-13,506 Reduced 44.78%	16,656 $858,000
Q2 2020 Jul 17, 2020	BUY	$51.53 - $51.71 $20,612 - $20,684	400 Added 1.34%	30,162 $1.56 Million
Q1 2020 Apr 21, 2020	BUY	$50.48 - $51.73 $106,260 - $108,891	2,105 Added 7.61%	29,762 $1.54 Million
Q4 2019 Jan 28, 2020	BUY	$50.38 - $50.71 $232,050 - $233,570	4,606 Added 19.98%	27,657 $1.4 Million
Q3 2019 Oct 25, 2019	BUY	$50.39 - $50.59 $380,646 - $382,156	7,554 Added 48.74%	23,051 $1.17 Million
Q1 2019 Apr 16, 2019	BUY	N/A	136 Added 0.89%	15,497 $778,000
Q3 2018 Oct 24, 2018	BUY	N/A	220 Added 1.45%	15,361 $761,000
Q1 2018 Apr 18, 2018	SELL	N/A	-51 Reduced 0.34%	15,141 $755,000
Q4 2017 Jan 26, 2018	BUY	N/A	84 Added 0.56%	15,192 $760,000
Q3 2017 Oct 27, 2017	BUY	N/A	15,108	15,108 $761,000

Others Institutions Holding SCHO

# of Institutions

623

Shares Held

201M

Call Options Held

74.3K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Cambridge Advisors Inc. Schwab Short Term Us Treasury Transaction History