Journey Advisory Group, LLC Schwab Short Term Us Treasury Transaction History

Journey Advisory Group, LLC

$1.25 Billion
Q2 2025

A detailed history of Journey Advisory Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Journey Advisory Group, LLC holds 738,743 shares of SCHO stock, worth $18 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

738,743

Previous 698,914 5.7%

Holding current value

$18 Million

Previous $17 Million 5.87%

% of portfolio

1.44%

Previous 1.42%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$24.19 - $24.45 $963,463 - $973,819	39,829 Added 5.7%	738,743 $18 Million
Q1 2025 May 13, 2025	BUY	$24.1 - $24.34 $10.3 Million - $10.4 Million	427,225 Added 157.25%	698,914 $17 Million
Q3 2024 Nov 12, 2024	SELL	$47.93 - $49.06 $1,677 - $1,717	-35 Reduced 0.01%	271,689 $13.3 Million
Q2 2024 Aug 02, 2024	BUY	$47.75 - $48.13 $1.88 Million - $1.89 Million	39,295 Added 16.91%	271,724 $13.1 Million
Q1 2024 May 09, 2024	BUY	$48.05 - $48.63 $1.28 Million - $1.29 Million	26,574 Added 12.91%	232,429 $11.2 Million
Q4 2023 Feb 12, 2024	BUY	$47.66 - $48.45 $921,887 - $937,168	19,343 Added 10.37%	205,855 $9.97 Million
Q3 2023 Nov 15, 2023	BUY	$47.78 - $48.2 $1.68 Million - $1.7 Million	35,228 Added 23.29%	186,512 $8.93 Million
Q2 2023 Aug 09, 2023	BUY	$48.06 - $48.89 $2.27 Million - $2.31 Million	47,224 Added 45.38%	151,284 $7.27 Million
Q1 2023 May 04, 2023	BUY	$47.8 - $49.0 $1.12 Million - $1.15 Million	23,436 Added 29.07%	104,060 $5.08 Million
Q4 2022 Feb 07, 2023	SELL	$47.89 - $48.47 $9.84 Million - $9.96 Million	-205,399 Reduced 71.81%	80,624 $3.89 Million
Q3 2022 Nov 09, 2022	SELL	$48.15 - $49.37 $445,820 - $457,116	-9,259 Reduced 3.14%	286,023 $13.8 Million
Q2 2022 Aug 02, 2022	BUY	$48.73 - $49.59 $844,052 - $858,948	17,321 Added 6.23%	295,282 $14.6 Million
Q1 2022 May 13, 2022	BUY	$49.47 - $50.82 $4.41 Million - $4.53 Million	89,076 Added 47.16%	277,961 $13.8 Million
Q4 2021 Feb 11, 2022	BUY	$50.83 - $51.21 $841,236 - $847,525	16,550 Added 9.6%	188,885 $9.61 Million
Q3 2021 Nov 12, 2021	BUY	$51.18 - $51.3 $902,047 - $904,162	17,625 Added 11.39%	172,335 $8.82 Million
Q2 2021 Aug 13, 2021	BUY	$51.19 - $51.33 $1.27 Million - $1.28 Million	24,852 Added 19.14%	154,710 $7.92 Million
Q1 2021 May 11, 2021	BUY	$51.27 - $51.41 $343,201 - $344,138	6,694 Added 5.44%	129,858 $6.66 Million
Q4 2020 Jan 19, 2021	BUY	$51.37 - $51.48 $6.33 Million - $6.34 Million	123,164 New	123,164 $6.33 Million

Others Institutions Holding SCHO

# of Institutions

710

Shares Held

319M

Call Options Held

98.6K

Put Options Held

70.3K

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Journey Advisory Group, LLC Schwab Short Term Us Treasury Transaction History