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

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 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 235,303 shares of SCHO stock, worth $5.74 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
235,303
Previous 218,518 7.68%
Holding current value
$5.74 Million
Previous $5.33 Million 7.77%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 23, 2025
BUY
$24.23 - $24.42 $406,700 - $409,889
16,785 Added 7.68%
235,303 $5.74 Million
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
717
Shares Held
322M
Call Options Held
98.6K
Put Options Held
70.3K
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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