Phil A. Younker & Associates, Ltd. Schwab Short Term Us Treasury Transaction History

Phil A. Younker & Associates, Ltd.

  • $102 Billion
  • Q1 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 361,493 shares of SCHO stock, worth $8.79 Million. This represents 8.66% of its overall portfolio holdings.

Number of Shares
361,493
Previous 391,599 7.69%
Holding current value
$8.79 Million
Previous $9.42 Billion 6.61%
% of portfolio
8.66%
Previous 9.42%

Shares

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

Apr 29, 2025
SELL
$24.1 - $24.34 $725,554 - $732,780
-30,106 Reduced 7.69%
361,493 $8.8 Billion
Q4 2024

Apr 07, 2025
BUY
$24.06 - $48.88 $9.42 Million - $19.1 Million
391,599 New
391,599 $9.42 Billion

Others Institutions Holding SCHO

# of Institutions
691
Shares Held
306M
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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