Clearwater Capital Advisors, LLC Schwab Short Term Us Treasury Transaction History

Clearwater Capital Advisors, LLC

  • $1.07 Billion
  • Q3 2025

A detailed history of Clearwater Capital Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 2,585,770 shares of SCHO stock, worth $63 Million. This represents 5.9% of its overall portfolio holdings.

Number of Shares
2,585,770
Previous 2,461,950 5.03%
Holding current value
$63 Million
Previous $60 Million 5.11%
% of portfolio
5.9%
Previous 6.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$24.23 - $24.42 $3 Million - $3.02 Million
123,820 Added 5.03%
2,585,770 $63.1 Million
Q2 2025

Aug 12, 2025
SELL
$24.19 - $24.45 $79,439 - $80,293
-3,284 Reduced 0.13%
2,461,950 $60 Million
Q1 2025

May 08, 2025
BUY
$24.1 - $24.34 $425,268 - $429,503
17,646 Added 0.72%
2,465,234 $60 Million
Q4 2024

Feb 10, 2025
BUY
$24.06 - $48.88 $30.9 Million - $62.7 Million
1,283,078 Added 110.18%
2,447,588 $58.9 Million
Q3 2024

Nov 12, 2024
SELL
$47.93 - $49.06 $26.6 Million - $27.3 Million
-555,816 Reduced 32.31%
1,164,510 $57 Million
Q2 2024

Aug 06, 2024
BUY
$47.75 - $48.13 $1.15 Million - $1.16 Million
24,054 Added 1.42%
1,720,326 $82.8 Million
Q1 2024

May 09, 2024
BUY
$48.05 - $48.63 $3.97 Million - $4.01 Million
82,523 Added 5.11%
1,696,272 $81.8 Million
Q4 2023

Feb 06, 2024
BUY
$47.66 - $48.45 $37.5 Million - $38.1 Million
787,113 Added 95.22%
1,613,749 $78.2 Million
Q3 2023

Oct 24, 2023
BUY
$47.78 - $48.2 $1.6 Million - $1.62 Million
33,523 Added 4.23%
826,636 $39.6 Million
Q2 2023

Aug 08, 2023
BUY
$48.06 - $48.89 $38.1 Million - $38.8 Million
793,113 New
793,113 $38.1 Million

Others Institutions Holding SCHO

# of Institutions
706
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Clearwater Capital Advisors, LLC Portfolio

Follow Clearwater Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Clearwater Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email