Seven Post Investment Office LP Schwab Short Term Us Treasury Transaction History

Seven Post Investment Office LP

  • $261 Million
  • Q1 2025

A detailed history of Seven Post Investment Office LP transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Seven Post Investment Office LP holds 25,221 shares of SCHO stock, worth $612,113. This represents 0.23% of its overall portfolio holdings.

Number of Shares
25,221
Previous 25,127 0.37%
Holding current value
$612,113
Previous $604,000 1.49%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Apr 17, 2025
BUY
$24.1 - $24.34 $2,265 - $2,287
94 Added 0.37%
25,221 $613,000
Q4 2024

Jan 16, 2025
BUY
$24.06 - $48.88 $302,939 - $615,448
12,591 Added 100.44%
25,127 $604,000
Q3 2024

Oct 31, 2024
BUY
$47.93 - $49.06 $14,954 - $15,306
312 Added 2.55%
12,536 $614,000
Q2 2024

Aug 05, 2024
BUY
$47.75 - $48.13 $1,002 - $1,010
21 Added 0.17%
12,224 $588,000
Q1 2024

Apr 25, 2024
SELL
$48.05 - $48.63 $64,050 - $64,823
-1,333 Reduced 9.85%
12,203 $588,000
Q4 2023

Feb 06, 2024
SELL
$47.66 - $48.45 $65,198 - $66,279
-1,368 Reduced 9.18%
13,536 $655,000
Q3 2023

Nov 02, 2023
SELL
$47.78 - $48.2 $48,687 - $49,115
-1,019 Reduced 6.4%
14,904 $713,000
Q2 2023

Aug 08, 2023
SELL
$48.06 - $48.89 $2.08 Million - $2.11 Million
-43,256 Reduced 73.09%
15,923 $765,000
Q1 2023

May 02, 2023
SELL
$47.8 - $49.0 $81,021 - $83,055
-1,695 Reduced 2.78%
59,179 $2.89 Million
Q4 2022

Jan 31, 2023
BUY
$47.89 - $48.47 $2.34 Million - $2.37 Million
48,893 Added 408.09%
60,874 $2.94 Million
Q3 2022

Nov 07, 2022
BUY
$48.15 - $49.37 $576,885 - $591,501
11,981 New
11,981 $578,000

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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