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

Gradient Capital Advisors, LLC

  • $304 Million
  • Q4 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 10,323 shares of SCHO stock, worth $250,435. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,323
Previous 4,863 112.28%
Holding current value
$250,435
Previous $238,000 4.2%
% of portfolio
0.08%
Previous 0.08%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$24.06 - $48.88 $131,367 - $266,884
5,460 Added 112.28%
10,323 $248,000
Q3 2024

Oct 16, 2024
BUY
$47.93 - $49.06 $233,083 - $238,578
4,863 New
4,863 $238,000
Q4 2023

Jan 31, 2024
BUY
$47.66 - $48.45 $267,324 - $271,756
5,609 New
5,609 $271,000
Q3 2022

Nov 04, 2022
BUY
$48.15 - $49.37 $443,702 - $454,944
9,215 New
9,215 $445,000
Q4 2021

Jan 31, 2022
SELL
$50.83 - $51.21 $258,267 - $260,198
-5,081 Closed
0 $0
Q3 2021

Nov 02, 2021
SELL
$51.18 - $51.3 $103,127 - $103,369
-2,015 Reduced 28.4%
5,081 $260,000
Q2 2021

Aug 02, 2021
SELL
$51.19 - $51.33 $85,384 - $85,618
-1,668 Reduced 19.03%
7,096 $363,000
Q1 2021

Apr 21, 2021
SELL
$51.27 - $51.41 $570,019 - $571,576
-11,118 Reduced 55.92%
8,764 $450,000
Q4 2020

Jan 20, 2021
SELL
$51.37 - $51.48 $1.72 Million - $1.73 Million
-33,513 Reduced 62.76%
19,882 $1.02 Million
Q3 2020

Oct 21, 2020
SELL
$51.49 - $51.63 $427,161 - $428,322
-8,296 Reduced 13.45%
53,395 $2.75 Million
Q2 2020

Jul 28, 2020
SELL
$51.53 - $51.71 $114,808 - $115,209
-2,228 Reduced 3.49%
61,691 $3.19 Million
Q1 2020

Apr 22, 2020
SELL
$50.48 - $51.73 $1.49 Million - $1.53 Million
-29,501 Reduced 31.58%
63,919 $3.31 Million
Q4 2019

Jan 16, 2020
BUY
$50.38 - $50.71 $180,209 - $181,389
3,577 Added 3.98%
93,420 $4.72 Million
Q3 2019

Oct 22, 2019
BUY
$50.39 - $50.59 $1.08 Million - $1.09 Million
21,518 Added 31.49%
89,843 $4.55 Million
Q2 2019

Jul 16, 2019
BUY
N/A
21,239 Added 45.11%
68,325 $3.46 Million
Q1 2019

Apr 16, 2019
BUY
N/A
11,323 Added 31.66%
47,086 $2.36 Million
Q4 2018

Jan 30, 2019
SELL
N/A
-5,833 Reduced 14.02%
35,763 $1.79 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-3,773 Reduced 8.32%
41,596 $2.06 Million
Q2 2018

Jul 26, 2018
BUY
N/A
15,401 Added 51.39%
45,369 $2.26 Million
Q1 2018

Apr 20, 2018
BUY
N/A
29,968 New
29,968 $1.49 Million

Others Institutions Holding SCHO

# of Institutions
665
Shares Held
345M
Call Options Held
56.5K
Put Options Held
44.6K
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 Gradient Capital Advisors, LLC Portfolio

Follow Gradient 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 Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email