Financial Gravity Asset Management, Inc. Schwab Short Term Us Treasury Transaction History

Financial Gravity Asset Management, Inc.

$459 Billion
Q1 2025

A detailed history of Financial Gravity Asset Management, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 195 shares of SCHO stock, worth $4,732. This represents 0.0% of its overall portfolio holdings.

Number of Shares

195

Previous 75 160.0%

Holding current value

$4,732

Previous $3.61 Million 31.47%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$24.1 - $24.34 $2,892 - $2,920	120 Added 160.0%	195 $4.75 Million
Q2 2024 Aug 06, 2024	SELL	$47.75 - $48.13 $15,232 - $15,353	-319 Reduced 80.96%	75 $3.61 Million
Q1 2024 Jun 26, 2024	SELL	$48.05 - $48.63 $19,364 - $19,597	-403 Reduced 50.56%	394 $19 Million
Q1 2024 May 13, 2024	BUY	$48.05 - $48.63 $29,887 - $30,247	622 Added 37.22%	2,293 $111 Million
Q4 2023 Jun 26, 2024	SELL	$47.66 - $48.45 $71,299 - $72,481	-1,496 Reduced 65.24%	797 $38.6 Million
Q3 2023 Nov 15, 2023	BUY	$47.78 - $48.2 $77,546 - $78,228	1,623 Added 3381.25%	1,671 $80,000
Q2 2023 Aug 08, 2023	SELL	$48.06 - $48.89 $48 - $48	-1 Reduced 2.04%	48 $197 Million
Q1 2023 May 12, 2023	BUY	$47.8 - $49.0 $47 - $49	1 Added 2.08%	49 $41.9 Million
Q4 2022 Feb 15, 2023	SELL	$47.89 - $48.47 $36,779 - $37,224	-768 Reduced 94.12%	48 $144 Million
Q3 2022 Nov 03, 2022	SELL	$48.15 - $49.37 $818 - $839	-17 Reduced 2.04%	816 $37 Million
Q2 2022 Aug 05, 2022	SELL	$48.73 - $49.59 $828 - $843	-17 Reduced 2.0%	833 $37.7 Million
Q1 2022 May 13, 2022	SELL	$49.47 - $50.82 $10,932 - $11,231	-221 Reduced 20.63%	850 $41 Million
Q4 2021 Feb 11, 2022	BUY	$50.83 - $51.21 $14,893 - $15,004	293 Added 37.66%	1,071 $39.5 Million
Q3 2021 Nov 12, 2021	SELL	$51.18 - $51.3 $153 - $153	-3 Reduced 0.38%	778 $51,000
Q2 2021 Aug 11, 2021	SELL	$51.19 - $51.33 $5,528 - $5,543	-108 Reduced 12.15%	781 $51,000
Q1 2021 May 17, 2021	SELL	$51.27 - $51.41 $3,588 - $3,598	-70 Reduced 7.3%	889 $45.6 Million
Q4 2020 Feb 16, 2021	BUY	$51.37 - $51.48 $49,263 - $49,369	959 New	959 $0
Q2 2020 Aug 13, 2020	SELL	$51.53 - $51.71 $238,635 - $239,469	-4,631 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$50.48 - $51.73 $187,583 - $192,228	-3,716 Reduced 44.52%	4,631 $0
Q4 2019 Feb 28, 2020	SELL	$50.38 - $50.71 $215,777 - $217,190	-4,283 Reduced 33.91%	8,347 $50,000
Q3 2019 Oct 15, 2019	SELL	$50.39 - $50.59 $89,039 - $89,392	-1,767 Reduced 12.27%	12,630 $639,000
Q2 2019 Jul 26, 2019	SELL	N/A	-3,213 Reduced 18.25%	14,397 $728,000
Q1 2019 Apr 19, 2019	SELL	N/A	-25,753 Reduced 59.39%	17,610 $881,000
Q3 2018 Oct 31, 2018	BUY	N/A	1,933 Added 4.67%	43,363 $2.15 Million
Q2 2018 Aug 14, 2018	BUY	N/A	3,186 Added 8.33%	41,430 $2.06 Million
Q1 2018 May 23, 2018	BUY	N/A	38,244 New	38,244 $1.9 Million

Others Institutions Holding SCHO

# of Institutions

691

Shares Held

306M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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Financial Gravity Asset Management, Inc. Schwab Short Term Us Treasury Transaction History