Savvy Advisors, Inc. Schwab Short Term Us Treasury Transaction History

Savvy Advisors, Inc.

$1.46 Billion
Q2 2025

A detailed history of Savvy Advisors, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Savvy Advisors, Inc. holds 51,707 shares of SCHO stock, worth $1.26 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

51,707

Previous 54,941 5.89%

Holding current value

$1.26 Million

Previous $1.34 Million 5.76%

% of portfolio

0.09%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$24.19 - $24.45 $78,230 - $79,071	-3,234 Reduced 5.89%	51,707 $1.26 Million
Q1 2025 May 12, 2025	BUY	$24.1 - $24.34 $70,492 - $71,194	2,925 Added 5.62%	54,941 $1.34 Million
Q4 2024 Feb 13, 2025	BUY	$24.06 - $48.88 $694,804 - $1.41 Million	28,878 Added 124.81%	52,016 $1.25 Million
Q3 2024 Nov 05, 2024	BUY	$47.93 - $49.06 $20,609 - $21,095	430 Added 1.89%	23,138 $1.13 Billion
Q2 2024 Aug 14, 2024	BUY	$47.75 - $48.13 $92,539 - $93,275	1,938 Added 9.33%	22,708 $1.09 Billion
Q1 2024 May 13, 2024	BUY	$48.05 - $48.63 $477,520 - $483,284	9,938 Added 91.75%	20,770 $1 Billion
Q4 2023 Feb 08, 2024	BUY	$47.66 - $48.45 $516,253 - $524,810	10,832 New	10,832 $525 Million

Others Institutions Holding SCHO

# of Institutions

709

Shares Held

318M

Call Options Held

98.6K

Put Options Held

70.3K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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Savvy Advisors, Inc. Schwab Short Term Us Treasury Transaction History