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

Gradient Capital Advisors, LLC

  • $358 Million
  • Q3 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 11,650 shares of SCHO stock, worth $283,677. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,650
Previous 10,615 9.75%
Holding current value
$283,677
Previous $258,000 10.08%
% of portfolio
0.08%
Previous 0.08%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$24.23 - $24.42 $25,078 - $25,274
1,035 Added 9.75%
11,650 $284,000
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
706
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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