Apella Capital, LLC Schwab Short Term Us Treasury Transaction History

Apella Capital, LLC

$4.28 Billion
Q3 2025

A detailed history of Apella Capital, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Apella Capital, LLC holds 284,838 shares of SCHO stock, worth $6.94 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

284,838

Previous 356,834 20.18%

Holding current value

$6.94 Million

Previous $8.7 Million 20.11%

% of portfolio

0.16%

Previous 0.25%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$24.23 - $24.42 $1.74 Million - $1.76 Million	-71,996 Reduced 20.18%	284,838 $6.95 Million
Q2 2025 Jul 08, 2025	SELL	$24.19 - $24.45 $2.3 Million - $2.33 Million	-95,182 Reduced 21.06%	356,834 $8.7 Million
Q1 2025 Apr 10, 2025	SELL	$24.1 - $24.34 $7.97 Million - $8.05 Million	-330,862 Reduced 42.26%	452,016 $11 Million
Q4 2024 Jan 14, 2025	BUY	$24.06 - $48.88 $7.89 Million - $16 Million	327,916 Added 72.08%	782,878 $18.8 Million
Q3 2024 Oct 03, 2024	SELL	$47.93 - $49.06 $311,209 - $318,546	-6,493 Reduced 1.41%	454,962 $22.3 Million

Q2 2024 Jul 10, 2024	BUY	$47.75 - $48.13 $4,011 - $4,042	84 Added 0.02%	461,455 $22.2 Million
Q1 2024 Apr 10, 2024	SELL	$48.05 - $48.63 $523,841 - $530,164	-10,902 Reduced 2.31%	461,371 $22.2 Million
Q4 2023 Jan 05, 2024	SELL	$47.66 - $48.45 $349,347 - $355,138	-7,330 Reduced 1.53%	472,273 $22.9 Million
Q3 2023 Oct 10, 2023	SELL	$47.78 - $48.2 $735,477 - $741,942	-15,393 Reduced 3.11%	479,603 $23 Million
Q2 2023 Jul 06, 2023	SELL	$48.06 - $48.89 $2.52 Million - $2.57 Million	-52,493 Reduced 9.59%	494,996 $23.8 Million
Q4 2022 Jan 10, 2023	SELL	$47.89 - $48.47 $2.67 Million - $2.71 Million	-55,840 Reduced 9.26%	547,489 $0
Q3 2022 Oct 11, 2022	SELL	$48.15 - $49.37 $1.95 Million - $1.99 Million	-40,401 Reduced 6.28%	603,329 $29.1 Million
Q2 2022 Jul 08, 2022	SELL	$48.73 - $49.59 $1.5 Million - $1.52 Million	-30,715 Reduced 4.55%	643,730 $31.7 Million
Q1 2022 Apr 11, 2022	BUY	$49.47 - $50.82 $224,544 - $230,671	4,539 Added 0.68%	674,445 $0
Q4 2021 Jan 13, 2022	BUY	$50.83 - $51.21 $2,439 - $2,458	48 Added 0.01%	669,906 $34.1 Million
Q3 2021 Jan 18, 2022	BUY	$51.18 - $51.3 $34.3 Million - $34.4 Million	669,858 New	669,858 $34.3 Million
Q3 2021 Oct 12, 2021	SELL	$51.18 - $51.3 $33.6 Million - $33.7 Million	-656,253 Closed	0 $0
Q2 2021 Jan 18, 2022	BUY	$51.19 - $51.33 $33.6 Million - $33.7 Million	656,253 New	656,253 $33.6 Million

Others Institutions Holding SCHO

# of Institutions

705

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

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Apella Capital, LLC Schwab Short Term Us Treasury Transaction History