Hb Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Hb Wealth Management, LLC holds 218,518 shares of SCHO stock, worth $5.31 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

218,518

Holding current value

$5.31 Million

% of portfolio

0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$24.19 - $24.45 $5.29 Million - $5.34 Million	218,518 New	218,518 $5.33 Million
Q3 2024 Oct 15, 2024	SELL	$47.93 - $49.06 $8,579 - $8,781	-179 Reduced 2.85%	6,099 $298,000
Q2 2024 Jul 26, 2024	SELL	$47.75 - $48.13 $3,438 - $3,465	-72 Reduced 1.13%	6,278 $302,000
Q1 2024 Apr 30, 2024	SELL	$48.05 - $48.63 $249,475 - $252,486	-5,192 Reduced 44.98%	6,350 $306,000
Q4 2023 Jan 16, 2024	BUY	$47.66 - $48.45 $218,187 - $221,804	4,578 Added 65.74%	11,542 $559,000
Q3 2023 Oct 13, 2023	SELL	$47.78 - $48.2 $741,067 - $747,582	-15,510 Reduced 69.01%	6,964 $333,000
Q2 2023 Jul 13, 2023	SELL	$48.06 - $48.89 $142,834 - $145,301	-2,972 Reduced 11.68%	22,474 $1.08 Million
Q1 2023 Apr 13, 2023	SELL	$47.8 - $49.0 $24,330 - $24,941	-509 Reduced 1.96%	25,446 $1.24 Million
Q4 2022 Jan 20, 2023	BUY	$47.89 - $48.47 $1.24 Million - $1.26 Million	25,955 New	25,955 $0
Q2 2022 Jul 15, 2022	SELL	$48.73 - $49.59 $385,015 - $391,810	-7,901 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$49.47 - $50.82 $502,763 - $516,483	-10,163 Reduced 56.26%	7,901 $391,000
Q4 2021 Feb 15, 2022	BUY	$50.83 - $51.21 $918,193 - $925,057	18,064 New	18,064 $919,000

Others Institutions Holding SCHO

# of Institutions

702

Shares Held

314M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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Hb Wealth Management, LLC Schwab Short Term Us Treasury Transaction History