True Link Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

True Link Financial Advisors, LLC

$1.55 Billion
Q3 2025

A detailed history of True Link Financial Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 63,156 shares of SCHO stock, worth $1.54 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

63,156

Previous 85,692 26.3%

Holding current value

$1.54 Million

Previous $2.09 Million 26.23%

% of portfolio

0.1%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$24.23 - $24.42 $546,047 - $550,329	-22,536 Reduced 26.3%	63,156 $1.54 Million
Q2 2025 Jul 24, 2025	BUY	$24.19 - $24.45 $850,568 - $859,710	35,162 Added 69.59%	85,692 $2.09 Million
Q1 2025 Apr 21, 2025	BUY	$24.1 - $24.34 $306,045 - $309,093	12,699 Added 33.57%	50,530 $1.23 Million
Q4 2024 Jan 16, 2025	BUY	$24.06 - $48.88 $466,403 - $947,538	19,385 Added 105.09%	37,831 $910,000
Q3 2024 Oct 25, 2024	SELL	$47.93 - $49.06 $23,917 - $24,480	-499 Reduced 2.63%	18,446 $903,000

Q2 2024 Jul 12, 2024	SELL	$47.75 - $48.13 $187,132 - $188,621	-3,919 Reduced 17.14%	18,945 $911,000
Q1 2024 Apr 19, 2024	BUY	$48.05 - $48.63 $62,657 - $63,413	1,304 Added 6.05%	22,864 $1.1 Million
Q4 2023 Jan 19, 2024	SELL	$47.66 - $48.45 $292,584 - $297,434	-6,139 Reduced 22.16%	21,560 $1.04 Million
Q3 2023 Oct 30, 2023	BUY	$47.78 - $48.2 $563,421 - $568,374	11,792 Added 74.13%	27,699 $1.33 Million
Q2 2023 Jul 20, 2023	SELL	$48.06 - $48.89 $539,377 - $548,692	-11,223 Reduced 41.37%	15,907 $764,000
Q1 2023 May 05, 2023	BUY	$47.8 - $49.0 $1.3 Million - $1.33 Million	27,130 New	27,130 $1.32 Million
Q1 2022 May 16, 2022	SELL	$49.47 - $50.82 $35,469 - $36,437	-717 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$51.27 - $51.41 $5,947 - $5,963	116 Added 19.3%	717 $37,000
Q4 2020 Feb 16, 2021	BUY	$51.37 - $51.48 $30,873 - $30,939	601 New	601 $31,000

Others Institutions Holding SCHO

# of Institutions

707

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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True Link Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History