Weitzel Financial Services, Inc. Schwab Short Term Us Treasury Transaction History

Weitzel Financial Services, Inc.

$213 Million
Q1 2025

A detailed history of Weitzel Financial Services, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 29,218 shares of SCHO stock, worth $711,750. This represents 0.33% of its overall portfolio holdings.

Number of Shares

29,218

Previous 31,026 5.83%

Holding current value

$711,750

Previous $746,000 4.69%

% of portfolio

0.33%

Previous 0.35%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$24.1 - $24.34 $43,572 - $44,006	-1,808 Reduced 5.83%	29,218 $711,000
Q4 2024 Feb 14, 2025	BUY	$24.06 - $48.88 $375,071 - $761,990	15,589 Added 100.98%	31,026 $746,000
Q3 2024 Oct 31, 2024	SELL	$47.93 - $49.06 $8,339 - $8,536	-174 Reduced 1.11%	15,437 $756,000
Q2 2024 Aug 06, 2024	BUY	$47.75 - $48.13 $31,610 - $31,862	662 Added 4.43%	15,611 $751,000
Q1 2024 Apr 10, 2024	SELL	$48.05 - $48.63 $276,047 - $279,379	-5,745 Reduced 27.76%	14,949 $720,000
Q4 2023 Feb 14, 2024	SELL	$47.66 - $48.45 $131,589 - $133,770	-2,761 Reduced 11.77%	20,694 $1 Million
Q3 2023 Nov 09, 2023	BUY	$47.78 - $48.2 $7,405 - $7,471	155 Added 0.67%	23,455 $1.12 Million
Q2 2023 Jul 07, 2023	SELL	$48.06 - $48.89 $52,193 - $53,094	-1,086 Reduced 4.45%	23,300 $1.12 Million
Q1 2023 Apr 05, 2023	SELL	$47.8 - $49.0 $54,970 - $56,350	-1,150 Reduced 4.5%	24,386 $1.19 Million
Q4 2022 Feb 10, 2023	SELL	$47.89 - $48.47 $108,039 - $109,348	-2,256 Reduced 8.12%	25,536 $1.23 Million
Q3 2022 Oct 21, 2022	BUY	$48.15 - $49.37 $44,586 - $45,716	926 Added 3.45%	27,792 $0
Q2 2022 Jul 11, 2022	SELL	$48.73 - $49.59 $273,765 - $278,596	-5,618 Reduced 17.29%	26,866 $0
Q1 2022 Apr 07, 2022	SELL	$49.47 - $50.82 $1.04 Million - $1.06 Million	-20,945 Reduced 39.2%	32,484 $0
Q4 2021 Jan 13, 2022	SELL	$50.83 - $51.21 $102,524 - $103,290	-2,017 Reduced 3.64%	53,429 $2.72 Billion
Q3 2021 Oct 07, 2021	SELL	$51.18 - $51.3 $125 Million - $125 Million	-2,445,145 Reduced 97.78%	55,446 $2.84 Billion
Q2 2021 Jul 27, 2021	BUY	$51.19 - $51.33 $126 Million - $126 Million	2,451,869 Added 5032.37%	2,500,591 $48.8 Million
Q1 2021 May 14, 2021	SELL	$51.27 - $51.41 $150,785 - $151,196	-2,941 Reduced 5.69%	48,722 $2.5 Million
Q4 2020 Feb 22, 2021	BUY	$51.37 - $51.48 $2.65 Million - $2.66 Million	51,663 New	51,663 $2.65 Million

Others Institutions Holding SCHO

# of Institutions

694

Shares Held

307M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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Weitzel Financial Services, Inc. Schwab Short Term Us Treasury Transaction History