Hc Advisors, LLC Schwab Short Term Us Treasury Transaction History

Hc Advisors, LLC

$126 Million
Q1 2025

A detailed history of Hc Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Hc Advisors, LLC holds 16,871 shares of SCHO stock, worth $409,459. This represents 0.32% of its overall portfolio holdings.

Number of Shares

16,871

Previous 15,601 8.14%

Holding current value

$409,459

Previous $375,000 9.33%

% of portfolio

0.32%

Previous 0.32%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$24.1 - $24.34 $30,607 - $30,911	1,270 Added 8.14%	16,871 $410,000
Q4 2024 Feb 05, 2025	BUY	$24.06 - $48.88 $190,266 - $386,543	7,908 Added 102.79%	15,601 $375,000
Q3 2024 Nov 05, 2024	BUY	$47.93 - $49.06 $28,758 - $29,436	600 Added 8.46%	7,693 $376,000
Q2 2024 Aug 07, 2024	SELL	$47.75 - $48.13 $1.91 Million - $1.92 Million	-39,897 Reduced 84.91%	7,093 $341,000
Q1 2024 May 13, 2024	SELL	$48.05 - $48.63 $86,057 - $87,096	-1,791 Reduced 3.67%	46,990 $2.27 Million
Q4 2023 Jan 25, 2024	BUY	$47.66 - $48.45 $1.74 Million - $1.77 Million	36,510 Added 297.53%	48,781 $2.36 Million
Q3 2023 Nov 07, 2023	BUY	$47.78 - $48.2 $11,228 - $11,327	235 Added 1.95%	12,271 $587,000
Q2 2023 Aug 10, 2023	BUY	$48.06 - $48.89 $1,922 - $1,955	40 Added 0.33%	12,036 $578,000
Q1 2023 May 08, 2023	BUY	$47.8 - $49.0 $99,663 - $102,165	2,085 Added 21.04%	11,996 $585,000
Q4 2022 Feb 08, 2023	BUY	$47.89 - $48.47 $177,911 - $180,066	3,715 Added 59.96%	9,911 $478,000
Q3 2022 Nov 10, 2022	SELL	$48.15 - $49.37 $479,814 - $491,972	-9,965 Reduced 61.66%	6,196 $299,000
Q2 2022 Aug 08, 2022	SELL	$48.73 - $49.59 $317,719 - $323,326	-6,520 Reduced 28.75%	16,161 $795,000
Q1 2022 May 06, 2022	BUY	$49.47 - $50.82 $924,149 - $949,368	18,681 Added 467.03%	22,681 $1.12 Million
Q3 2021 Oct 29, 2021	SELL	$51.18 - $51.3 $8,854 - $8,874	-173 Reduced 4.15%	4,000 $205,000
Q2 2021 Aug 09, 2021	BUY	$51.19 - $51.33 $213,615 - $214,200	4,173 New	4,173 $214,000
Q3 2020 Nov 04, 2020	SELL	$51.49 - $51.63 $1.9 Million - $1.91 Million	-36,954 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$51.53 - $51.71 $1.9 Million - $1.91 Million	36,954 New	36,954 $1.91 Million
Q1 2020 May 08, 2020	SELL	$50.48 - $51.73 $1.67 Million - $1.71 Million	-33,065 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$50.38 - $50.71 $1.67 Million - $1.68 Million	33,065 New	33,065 $1.67 Million

Others Institutions Holding SCHO

# of Institutions

691

Shares Held

306M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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