Websterrogers Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

Websterrogers Financial Advisors, LLC

  • $288 Million
  • Q1 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 34,197 shares of SCHO stock, worth $831,671. This represents 0.29% of its overall portfolio holdings.

Number of Shares
34,197
Previous 33,957 0.71%
Holding current value
$831,671
Previous $817,000 1.84%
% of portfolio
0.29%
Previous 0.29%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$24.1 - $24.34 $5,784 - $5,841
240 Added 0.71%
34,197 $832,000
Q4 2024

Jan 14, 2025
BUY
$24.06 - $48.88 $413,928 - $840,931
17,204 Added 102.69%
33,957 $817,000
Q3 2024

Oct 15, 2024
SELL
$47.93 - $49.06 $51,428 - $52,641
-1,073 Reduced 6.02%
16,753 $820,000
Q2 2024

Jul 12, 2024
BUY
$47.75 - $48.13 $8,547 - $8,615
179 Added 1.01%
17,826 $857,000
Q1 2024

May 14, 2024
SELL
$48.05 - $48.63 $11,291 - $11,428
-235 Reduced 1.31%
17,647 $850,000
Q4 2023

Feb 14, 2024
SELL
$47.66 - $48.45 $17,348 - $17,635
-364 Reduced 1.99%
17,882 $866,000
Q3 2023

Nov 01, 2023
BUY
$47.78 - $48.2 $6,068 - $6,121
127 Added 0.7%
18,246 $873,000
Q2 2023

Jul 26, 2023
BUY
$48.06 - $48.89 $870,799 - $885,837
18,119 New
18,119 $870,000
Q3 2022

Oct 26, 2022
SELL
$48.15 - $49.37 $956,740 - $980,981
-19,870 Reduced 82.5%
4,214 $203,000
Q2 2022

Jul 25, 2022
SELL
$48.73 - $49.59 $571,066 - $581,145
-11,719 Reduced 32.73%
24,084 $1.19 Million
Q1 2022

Apr 14, 2022
SELL
$49.47 - $50.82 $7.04 Million - $7.23 Million
-142,319 Reduced 79.9%
35,803 $1.77 Million
Q4 2021

Jan 24, 2022
SELL
$50.83 - $51.21 $4.71 Million - $4.74 Million
-92,632 Reduced 34.21%
178,122 $9.06 Million
Q3 2021

Oct 12, 2021
BUY
$51.18 - $51.3 $611,754 - $613,188
11,953 Added 4.62%
270,754 $13.9 Million
Q2 2021

Aug 05, 2021
SELL
$51.19 - $51.33 $453,645 - $454,886
-8,862 Reduced 3.31%
258,801 $13.3 Million
Q1 2021

May 07, 2021
SELL
$51.27 - $51.41 $184,572 - $185,076
-3,600 Reduced 1.33%
267,663 $13.7 Million
Q4 2020

Feb 11, 2021
BUY
$51.37 - $51.48 $13.9 Million - $14 Million
271,263 New
271,263 $13.9 Million

Others Institutions Holding SCHO

# of Institutions
692
Shares Held
307M
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
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