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

Pillar Wealth Advisors, LLC

$3.35 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$47.75 - $48.13 $506,627 - $510,659	-10,610 Reduced 33.61%	20,962 $1.01 Million
Q1 2024 May 06, 2024	SELL	$48.05 - $48.63 $82,165 - $83,157	-1,710 Reduced 5.14%	31,572 $1.52 Million
Q4 2023 Feb 05, 2024	SELL	$47.66 - $48.45 $130,064 - $132,220	-2,729 Reduced 7.58%	33,282 $1.61 Million
Q3 2023 Nov 07, 2023	SELL	$47.78 - $48.2 $64,359 - $64,925	-1,347 Reduced 3.61%	36,011 $1.72 Million
Q2 2023 Aug 04, 2023	SELL	$48.06 - $48.89 $53,683 - $54,610	-1,117 Reduced 2.9%	37,358 $1.8 Million
Q1 2023 May 05, 2023	SELL	$47.8 - $49.0 $33,938 - $34,790	-710 Reduced 1.81%	38,475 $1.88 Million
Q4 2022 Feb 09, 2023	SELL	$47.89 - $48.47 $1.71 Million - $1.73 Million	-35,756 Reduced 47.71%	39,185 $1.89 Million
Q3 2022 Nov 04, 2022	BUY	$48.15 - $49.37 $150,950 - $154,774	3,135 Added 4.37%	74,941 $3.62 Million
Q2 2022 Aug 05, 2022	BUY	$48.73 - $49.59 $2.09 Million - $2.13 Million	42,925 Added 148.63%	71,806 $3.53 Million
Q1 2022 May 09, 2022	SELL	$49.47 - $50.82 $241,413 - $248,001	-4,880 Reduced 14.45%	28,881 $1.43 Million
Q4 2021 Feb 10, 2022	BUY	$50.83 - $51.21 $1.72 Million - $1.73 Million	33,761 New	33,761 $1.72 Million

Others Institutions Holding SCHO

# of Institutions

620

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

Bank Of America Corp Charlotte, NC

78.2M
Shares

$1.89 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$295 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

8.71M
Shares

$211 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

8.65M
Shares

$209 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

7.75M
Shares

$187 Million
0.51% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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