Garrett Investment Advisors LLC Schwab Short Term Us Treasury Transaction History

Garrett Investment Advisors LLC

$1.02 Billion
Q2 2025

A detailed history of Garrett Investment Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 12,750 shares of SCHO stock, worth $309,697. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,750

Previous 14,035 9.16%

Holding current value

$309,697

Previous $341,000 9.09%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$24.19 - $24.45 $31,084 - $31,418	-1,285 Reduced 9.16%	12,750 $310,000
Q1 2025 Apr 10, 2025	SELL	$24.1 - $24.34 $74,951 - $75,697	-3,110 Reduced 18.14%	14,035 $341,000
Q4 2024 Jan 15, 2025	BUY	$24.06 - $48.88 $213,797 - $434,347	8,886 Added 107.59%	17,145 $412,000
Q3 2024 Oct 17, 2024	SELL	$47.93 - $49.06 $5,032 - $5,151	-105 Reduced 1.26%	8,259 $404,000
Q2 2024 Jul 10, 2024	SELL	$47.75 - $48.13 $764 - $770	-16 Reduced 0.19%	8,364 $402,000
Q1 2024 Apr 12, 2024	BUY	$48.05 - $48.63 $67,366 - $68,179	1,402 Added 20.09%	8,380 $403,000
Q4 2023 Jan 05, 2024	BUY	$47.66 - $48.45 $332,571 - $338,084	6,978 New	6,978 $338,000

Others Institutions Holding SCHO

# of Institutions

701

Shares Held

313M

Call Options Held

104K

Put Options Held

38.4K

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 Garrett Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Garrett Investment Advisors LLC with notifications on news.

Account

Garrett Investment Advisors LLC Schwab Short Term Us Treasury Transaction History