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 $798,668. This represents 0.18% of its overall portfolio holdings.

Number of Shares

32,840

Previous 16,480 99.27%

Holding current value

$798,668

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

663

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Advisors Inc. with notifications on news.

Account

Cambridge Advisors Inc. Schwab Short Term Us Treasury Transaction History