Moser Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Moser Wealth Advisors, LLC

$201 Million
Q2 2025

A detailed history of Moser Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 66 shares of SCHO stock, worth $1,607. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 66 -0.0%

Holding current value

$1,607

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$24.1 - $24.34 $24 - $24	1 Added 1.54%	66 $1,000
Q4 2024 Jan 28, 2025	BUY	$24.06 - $48.88 $793 - $1,613	33 Added 103.13%	65 $1,000
Q4 2023 Feb 06, 2024	BUY	$47.66 - $48.45 $47 - $48	1 Added 3.23%	32 $1,000
Q2 2023 Aug 02, 2023	BUY	$48.06 - $48.89 $48 - $48	1 Added 3.33%	31 $1,000
Q1 2021 May 05, 2021	SELL	$51.27 - $51.41 $1,538 - $1,542	-30 Reduced 50.0%	30 $2,000

Q4 2020 Jan 29, 2021	SELL	$51.37 - $51.48 $1,541 - $1,544	-30 Reduced 33.33%	60 $3,000
Q3 2020 Oct 26, 2020	SELL	$51.49 - $51.63 $1,235 - $1,239	-24 Reduced 21.05%	90 $5,000
Q2 2020 Jul 22, 2020	SELL	$51.53 - $51.71 $1,185 - $1,189	-23 Reduced 16.79%	114 $6,000
Q1 2020 Apr 30, 2020	BUY	$50.48 - $51.73 $50 - $51	1 Added 0.74%	137 $0
Q4 2019 Feb 12, 2020	BUY	$50.38 - $50.71 $6,851 - $6,896	136 New	136 $7,000

Others Institutions Holding SCHO

# of Institutions

707

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Moser Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History