Wealthcare Advisory Partners LLC Schwab Short Term Us Treasury Transaction History

Wealthcare Advisory Partners LLC

$3.54 Billion
Q1 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 72,999 shares of SCHO stock, worth $1.77 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

72,999

Previous 131,525 44.5%

Holding current value

$1.77 Million

Previous $3.16 Million 43.87%

% of portfolio

0.05%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$24.1 - $24.34 $1.41 Million - $1.42 Million	-58,526 Reduced 44.5%	72,999 $1.78 Million
Q4 2024 Jan 15, 2025	BUY	$24.06 - $48.88 $2.17 Million - $4.4 Million	89,987 Added 216.64%	131,525 $3.16 Million
Q3 2024 Nov 04, 2024	BUY	$47.93 - $49.06 $1.57 Million - $1.6 Million	32,666 Added 368.19%	41,538 $2.03 Million
Q2 2024 Aug 09, 2024	BUY	$47.75 - $48.13 $52,572 - $52,991	1,101 Added 14.17%	8,872 $427,000
Q1 2024 Apr 15, 2024	BUY	$48.05 - $48.63 $32,193 - $32,582	670 Added 9.44%	7,771 $374,000
Q4 2023 Feb 06, 2024	BUY	$47.66 - $48.45 $338,433 - $344,043	7,101 New	7,101 $344,000
Q2 2021 Aug 16, 2021	SELL	$51.19 - $51.33 $132,326 - $132,688	-2,585 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$51.27 - $51.41 $132,532 - $132,894	2,585 New	2,585 $133,000
Q2 2020 Jul 29, 2020	SELL	$51.53 - $51.71 $110,944 - $111,331	-2,153 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$50.48 - $51.73 $8,430 - $8,638	167 Added 8.41%	2,153 $111,000
Q4 2019 Jan 29, 2020	BUY	$50.38 - $50.71 $151 - $152	3 Added 0.15%	1,986 $100,000
Q3 2019 Oct 17, 2019	BUY	$50.39 - $50.59 $100 - $101	2 Added 0.1%	1,983 $100,000
Q2 2019 Jul 30, 2019	BUY	N/A	1,514 Added 324.2%	1,981 $100,000
Q1 2019 May 13, 2019	BUY	N/A	467 New	467 $23,000

Others Institutions Holding SCHO

# of Institutions

691

Shares Held

306M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Wealthcare Advisory Partners LLC Schwab Short Term Us Treasury Transaction History