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

Phil A. Younker & Associates, Ltd.

  • $131 Billion
  • Q3 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 382,781 shares of SCHO stock, worth $9.32 Million. This represents 7.15% of its overall portfolio holdings.

Number of Shares
382,781
Previous 316,551 20.92%
Holding current value
$9.32 Million
Previous $7.72 Billion 21.02%
% of portfolio
7.15%
Previous 7.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$24.23 - $24.42 $1.6 Million - $1.62 Million
66,230 Added 20.92%
382,781 $9.34 Billion
Q2 2025

Jul 16, 2025
SELL
$24.19 - $24.45 $1.09 Million - $1.1 Million
-44,942 Reduced 12.43%
316,551 $7.72 Billion
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
707
Shares Held
323M
Call Options Held
0
Put Options Held
0
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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