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

Sightline Wealth Advisors, LLC

$220 Million
Q3 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 33,267 shares of SCHO stock, worth $810,051. This represents 0.37% of its overall portfolio holdings.

Number of Shares

33,267

Previous 18,447 80.34%

Holding current value

$810,051

Previous $449,000 80.62%

% of portfolio

0.37%

Previous 0.22%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$24.23 - $24.42 $359,088 - $361,904	14,820 Added 80.34%	33,267 $811,000
Q2 2025 Jul 15, 2025	BUY	$24.19 - $24.45 $32,075 - $32,420	1,326 Added 7.74%	18,447 $449,000
Q1 2025 Apr 29, 2025	BUY	$24.1 - $24.34 $117,583 - $118,754	4,879 Added 39.85%	17,121 $416,000
Q4 2024 Jan 13, 2025	BUY	$24.06 - $48.88 $143,517 - $291,569	5,965 Added 95.03%	12,242 $294,000
Q3 2024 Oct 21, 2024	SELL	$47.93 - $49.06 $95,476 - $97,727	-1,992 Reduced 24.09%	6,277 $307,000

Q2 2024 Aug 02, 2024	BUY	$47.75 - $48.13 $10,839 - $10,925	227 Added 2.82%	8,269 $397,000
Q1 2024 Apr 24, 2024	BUY	$48.05 - $48.63 $79,618 - $80,579	1,657 Added 25.95%	8,042 $387,000
Q4 2023 Jan 23, 2024	BUY	$47.66 - $48.45 $49,804 - $50,630	1,045 Added 19.57%	6,385 $309,000
Q3 2023 Nov 01, 2023	SELL	$47.78 - $48.2 $193,365 - $195,065	-4,047 Reduced 43.11%	5,340 $255,000
Q1 2023 May 02, 2023	SELL	$47.8 - $49.0 $61,136 - $62,671	-1,279 Reduced 11.99%	9,387 $457,000
Q4 2022 Jan 26, 2023	BUY	$47.89 - $48.47 $957 - $969	20 Added 0.19%	10,666 $0
Q3 2022 Oct 26, 2022	SELL	$48.15 - $49.37 $100,007 - $102,541	-2,077 Reduced 16.32%	10,646 $514,000
Q2 2022 Jul 15, 2022	SELL	$48.73 - $49.59 $3,021 - $3,074	-62 Reduced 0.48%	12,723 $626,000
Q4 2021 Jan 26, 2022	BUY	$50.83 - $51.21 $50 - $51	1 Added 0.01%	12,785 $649,000
Q3 2021 Oct 25, 2021	SELL	$51.18 - $51.3 $43,758 - $43,861	-855 Reduced 6.27%	12,784 $654,000
Q2 2021 Jul 22, 2021	BUY	$51.19 - $51.33 $51 - $51	1 Added 0.01%	13,639 $699,000
Q1 2021 May 10, 2021	BUY	$51.27 - $51.41 $102 - $102	2 Added 0.01%	13,638 $700,000
Q4 2020 Feb 02, 2021	BUY	$51.37 - $51.48 $700,481 - $701,981	13,636 New	13,636 $701,000

Others Institutions Holding SCHO

# of Institutions

706

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

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