A detailed history of Soltis Investment Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 27,192 shares of SCHO stock, worth $655,055. This represents 0.13% of its overall portfolio holdings.

Number of Shares
27,192
Previous 29,837 8.86%
Holding current value
$655,055
Previous $1.44 Million 7.31%
% of portfolio
0.13%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 18, 2024

SELL
$47.93 - $49.06 $126,774 - $129,763
-2,645 Reduced 8.86%
27,192 $1.33 Million
Q2 2024

Aug 12, 2024

SELL
$47.75 - $48.13 $208,046 - $209,702
-4,357 Reduced 12.74%
29,837 $1.44 Million
Q1 2024

Apr 29, 2024

SELL
$48.05 - $48.63 $6.89 Million - $6.97 Million
-143,396 Reduced 80.75%
34,194 $1.65 Million
Q4 2023

Jan 26, 2024

SELL
$47.66 - $48.45 $366,362 - $372,435
-7,687 Reduced 4.15%
177,590 $8.6 Million
Q3 2023

Nov 08, 2023

SELL
$47.78 - $48.2 $242,101 - $244,229
-5,067 Reduced 2.66%
185,277 $8.87 Million
Q2 2023

Aug 08, 2023

BUY
$48.06 - $48.89 $151,292 - $153,905
3,148 Added 1.68%
190,344 $9.15 Million
Q1 2023

May 03, 2023

BUY
$47.8 - $49.0 $213,092 - $218,442
4,458 Added 2.44%
187,196 $9.13 Million
Q4 2022

Feb 09, 2023

BUY
$47.89 - $48.47 $468,220 - $473,891
9,777 Added 5.65%
182,738 $8.82 Million
Q3 2022

Nov 14, 2022

SELL
$48.15 - $49.37 $258,902 - $265,462
-5,377 Reduced 3.02%
172,961 $8.35 Million
Q2 2022

Aug 11, 2022

BUY
$48.73 - $49.59 $8.69 Million - $8.84 Million
178,338 New
178,338 $8.77 Million

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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