Signature Estate & Investment Advisors LLC Schwab Short Term Us Treasury Transaction History

Signature Estate & Investment Advisors LLC

  • $4.21 Billion
  • Q2 2025

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 11,814 shares of SCHO stock, worth $287,198. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,814
Previous 27,598 57.19%
Holding current value
$287,198
Previous $671,000 57.08%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$24.19 - $24.45 $381,814 - $385,918
-15,784 Reduced 57.19%
11,814 $288,000
Q1 2025

May 15, 2025
SELL
$24.1 - $24.34 $842,487 - $850,877
-34,958 Reduced 55.88%
27,598 $671,000
Q4 2024

Feb 11, 2025
BUY
$24.06 - $48.88 $714,197 - $1.45 Million
29,684 Added 90.3%
62,556 $1.51 Million
Q3 2024

Nov 06, 2024
SELL
$47.93 - $49.06 $21,664 - $22,175
-452 Reduced 1.36%
32,872 $1.61 Million
Q2 2024

Jul 25, 2024
BUY
$47.75 - $48.13 $1.59 Million - $1.6 Million
33,324 New
33,324 $1.6 Million

Others Institutions Holding SCHO

# of Institutions
703
Shares Held
316M
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
Track This Portfolio

Track Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email