Perennial Investment Advisors, LLC Schwab Short Term Us Treasury Transaction History

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 8,936 shares of SCHO stock, worth $217,055. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,936
Previous 14,972 40.32%
Holding current value
$217,055
Previous $360,000 39.72%
% of portfolio
0.03%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$24.1 - $24.34 $145,467 - $146,916
-6,036 Reduced 40.32%
8,936 $217,000
Q4 2024

Feb 12, 2025
BUY
$24.06 - $48.88 $160,552 - $326,176
6,673 Added 80.41%
14,972 $360,000
Q3 2024

Nov 14, 2024
SELL
$47.93 - $49.06 $177,676 - $181,865
-3,707 Reduced 30.88%
8,299 $406,000
Q2 2024

Aug 09, 2024
BUY
$47.75 - $48.13 $363,759 - $366,654
7,618 Added 173.61%
12,006 $577,000
Q1 2024

May 14, 2024
SELL
$48.05 - $48.63 $28,830 - $29,178
-600 Reduced 12.03%
4,388 $211,000
Q4 2023

Feb 14, 2024
SELL
$47.66 - $48.45 $22,876 - $23,256
-480 Reduced 8.78%
4,988 $241,000
Q3 2023

Nov 14, 2023
BUY
$47.78 - $48.2 $3,822 - $3,856
80 Added 1.48%
5,468 $261,000
Q2 2023

Aug 14, 2023
BUY
$48.06 - $48.89 $258,947 - $263,419
5,388 New
5,388 $258,000
Q2 2021

Jul 29, 2021
SELL
$51.19 - $51.33 $422,471 - $423,626
-8,253 Closed
0 $0
Q1 2021

Apr 29, 2021
SELL
$51.27 - $51.41 $76,905 - $77,115
-1,500 Reduced 15.38%
8,253 $423,000
Q4 2020

Jan 22, 2021
BUY
$51.37 - $51.48 $102,226 - $102,445
1,990 Added 25.63%
9,753 $501,000
Q3 2020

Oct 26, 2020
BUY
$51.49 - $51.63 $139,537 - $139,917
2,710 Added 53.63%
7,763 $398,000
Q2 2020

Jul 16, 2020
SELL
$51.53 - $51.71 $47,407 - $47,573
-920 Reduced 15.4%
5,053 $261,000
Q1 2020

Apr 29, 2020
SELL
$50.48 - $51.73 $10,096 - $10,346
-200 Reduced 3.24%
5,973 $309,000
Q4 2019

Feb 07, 2020
BUY
$50.38 - $50.71 $310,995 - $313,032
6,173 New
6,173 $312,000

Others Institutions Holding SCHO

# of Institutions
701
Shares Held
313M
Call Options Held
104K
Put Options Held
38.4K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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