Smi Advisory Services, LLC Schwab Short Term Us Treasury Transaction History

Smi Advisory Services, LLC

  • $221 Million
  • Q3 2025

A detailed history of Smi Advisory Services, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Smi Advisory Services, LLC holds 360,722 shares of SCHO stock, worth $8.78 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares
360,722
Previous 358,022 0.75%
Holding current value
$8.78 Million
Previous $8.73 Million 0.76%
% of portfolio
3.99%
Previous 4.4%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
$24.23 - $24.42 $65,421 - $65,934
2,700 Added 0.75%
360,722 $8.79 Million
Q2 2025

Jul 18, 2025
BUY
$24.19 - $24.45 $199,035 - $201,174
8,228 Added 2.35%
358,022 $8.73 Million
Q1 2025

Apr 10, 2025
BUY
$24.1 - $24.34 $1.22 Million - $1.23 Million
50,422 Added 16.84%
349,794 $8.51 Million
Q4 2024

Jan 17, 2025
BUY
$24.06 - $48.88 $3.5 Million - $7.12 Million
145,610 Added 94.7%
299,372 $7.2 Million
Q3 2024

Oct 07, 2024
SELL
$47.93 - $49.06 $8,531 - $8,732
-178 Reduced 0.12%
153,762 $7.53 Million
Q2 2024

Jul 15, 2024
SELL
$47.75 - $48.13 $73,630 - $74,216
-1,542 Reduced 0.99%
153,940 $7.41 Million
Q1 2024

Apr 15, 2024
SELL
$48.05 - $48.63 $401,265 - $406,109
-8,351 Reduced 5.1%
155,482 $7.5 Million
Q4 2023

Jan 12, 2024
BUY
$47.66 - $48.45 $1.18 Million - $1.2 Million
24,818 Added 17.85%
163,833 $7.94 Million
Q3 2023

Nov 14, 2023
BUY
$47.78 - $48.2 $643,405 - $649,061
13,466 Added 10.73%
139,015 $6.66 Million
Q1 2023

Apr 11, 2023
BUY
$47.8 - $49.0 $137,950 - $141,414
2,886 Added 2.35%
125,549 $6.13 Million
Q3 2022

Oct 14, 2022
BUY
$48.15 - $49.37 $171,076 - $175,411
3,553 Added 2.98%
122,663 $5.92 Million
Q2 2022

Aug 25, 2022
BUY
$48.73 - $49.59 $5.8 Million - $5.91 Million
119,110 New
119,110 $5.86 Million

Others Institutions Holding SCHO

# of Institutions
707
Shares Held
323M
Call Options Held
0
Put Options Held
0
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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