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

Pillar Wealth Advisors, LLC

$67.6 Million
Q2 2024

A detailed history of Pillar Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Pillar Wealth Advisors, LLC holds 20,962 shares of SCHO stock, worth $1.03 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

20,962

Previous 31,572 33.61%

Holding current value

$1.03 Million

Previous $1.52 Million 33.77%

% of portfolio

1.49%

Previous 1.45%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

607

Shares Held

168M

Call Options Held

42K

Put Options Held

33.9K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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