Financial Counselors Inc Schwab Short Term Us Treasury Transaction History

Financial Counselors Inc

$70.7 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$24.1 - $24.34 $1.15 Million - $1.16 Million	47,555 Added 4.12%	1,200,638 $29.2 Million
Q4 2024 Feb 11, 2025	BUY	$24.06 - $48.88 $15 Million - $30.5 Million	624,920 Added 118.32%	1,153,083 $27.7 Million
Q3 2024 Nov 13, 2024	SELL	$47.93 - $49.06 $9.76 Million - $9.99 Million	-203,643 Reduced 27.83%	528,163 $25.9 Million
Q2 2024 Aug 01, 2024	SELL	$47.75 - $48.13 $6.26 Million - $6.31 Million	-131,143 Reduced 15.2%	731,806 $35.2 Million
Q1 2024 May 02, 2024	BUY	$48.05 - $48.63 $17.2 Million - $17.4 Million	358,669 Added 71.12%	862,949 $41.6 Million
Q4 2023 Jan 26, 2024	BUY	$47.66 - $48.45 $1.94 Million - $1.98 Million	40,791 Added 8.8%	504,280 $24.4 Million
Q3 2023 Nov 07, 2023	BUY	$47.78 - $48.2 $22.1 Million - $22.3 Million	463,489 New	463,489 $22.2 Million

Others Institutions Holding SCHO

# of Institutions

703

Shares Held

316M

Call Options Held

104K

Put Options Held

38.4K

About SCHWAB SHORT-TERM US TREASURY

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