Herold Advisors, Inc. Schwab Short Term Us Treasury Transaction History

Herold Advisors, Inc.

$439 Million
Q1 2025

A detailed history of Herold Advisors, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Herold Advisors, Inc. holds 97,803 shares of SCHO stock, worth $2.38 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

97,803

Previous 93,219 4.92%

Holding current value

$2.38 Million

Previous $2.24 Million 6.16%

% of portfolio

0.54%

Previous 0.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$24.1 - $24.34 $110,474 - $111,574	4,584 Added 4.92%	97,803 $2.38 Million
Q4 2024 Feb 14, 2025	BUY	$24.06 - $48.88 $1.26 Million - $2.56 Million	52,329 Added 127.98%	93,219 $2.24 Million
Q3 2024 Nov 14, 2024	BUY	$47.93 - $49.06 $103,528 - $105,969	2,160 Added 5.58%	40,890 $2 Million
Q2 2024 Jul 24, 2024	SELL	$47.75 - $48.13 $77,975 - $78,596	-1,633 Reduced 4.05%	38,730 $1.86 Million
Q1 2024 May 10, 2024	BUY	$48.05 - $48.63 $88,604 - $89,673	1,844 Added 4.79%	40,363 $1.95 Million
Q4 2023 Feb 02, 2024	BUY	$47.66 - $48.45 $1.61 Million - $1.63 Million	33,694 Added 698.32%	38,519 $1.87 Million
Q2 2023 Jul 14, 2023	BUY	$48.06 - $48.89 $231,889 - $235,894	4,825 New	4,825 $231,000

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

Ticker SCHO
Sector ETFs
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Herold Advisors, Inc. Schwab Short Term Us Treasury Transaction History