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

Gradient Capital Advisors, LLC

$329 Million
Q2 2025

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 10,615 shares of SCHO stock, worth $257,838. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,615

Previous 15,439 31.25%

Holding current value

$257,838

Previous $375,000 31.2%

% of portfolio

0.08%

Previous 0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$24.19 - $24.45 $116,692 - $117,946	-4,824 Reduced 31.25%	10,615 $258,000
Q1 2025 May 02, 2025	BUY	$24.1 - $24.34 $123,295 - $124,523	5,116 Added 49.56%	15,439 $375,000
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

702

Shares Held

313M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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