Parisi Gray Wealth Management Schwab Short Term Us Treasury Transaction History

Parisi Gray Wealth Management

$375 Million
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$48.73 - $49.59 $4.39 Million - $4.47 Million	-90,111 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$49.47 - $50.82 $825,901 - $848,439	-16,695 Reduced 15.63%	90,111 $4.46 Million
Q4 2021 Feb 08, 2022	SELL	$50.83 - $51.21 $5.03 Million - $5.07 Million	-98,925 Reduced 48.08%	106,806 $5.43 Million
Q3 2021 Nov 16, 2021	BUY	$51.18 - $51.3 $7.68 Million - $7.7 Million	150,009 Added 269.21%	205,731 $10.5 Million
Q2 2021 Aug 13, 2021	SELL	$51.19 - $51.33 $389,299 - $390,364	-7,605 Reduced 12.01%	55,722 $2.85 Million
Q1 2021 May 17, 2021	BUY	$51.27 - $51.41 $1.47 Million - $1.47 Million	28,624 Added 82.48%	63,327 $3.25 Million
Q4 2020 Feb 09, 2021	BUY	$51.37 - $51.48 $1.78 Million - $1.79 Million	34,703 New	34,703 $1.78 Million

Others Institutions Holding SCHO

# of Institutions

710

Shares Held

319M

Call Options Held

98.6K

Put Options Held

70.3K

About SCHWAB SHORT-TERM US TREASURY

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