Badgley Phelps Wealth Managers, LLC Schwab Short Term Us Treasury Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 12,876 shares of SCHO stock, worth $313,530. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,876
Previous 12,726 1.18%
Holding current value
$313,530
Previous $310,000 1.29%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$24.23 - $24.42 $3,634 - $3,663
150 Added 1.18%
12,876 $314,000
Q2 2025

Jul 16, 2025
BUY
$24.19 - $24.45 $18,650 - $18,850
771 Added 6.45%
12,726 $310,000
Q1 2025

Apr 30, 2025
BUY
$24.1 - $24.34 $20,147 - $20,348
836 Added 7.52%
11,955 $290,000
Q4 2024

Feb 10, 2025
BUY
$24.06 - $48.88 $135,024 - $274,314
5,612 Added 101.91%
11,119 $267,000
Q3 2024

Oct 17, 2024
BUY
$47.93 - $49.06 $1,917 - $1,962
40 Added 0.73%
5,507 $269,000
Q2 2024

Aug 13, 2024
BUY
$47.75 - $48.13 $16,521 - $16,652
346 Added 6.76%
5,467 $263,000
Q4 2023

Feb 14, 2024
BUY
$47.66 - $48.45 $244,066 - $248,112
5,121 New
5,121 $248,000
Q3 2022

Nov 09, 2022
SELL
$48.15 - $49.37 $7,463 - $7,652
-155 Reduced 1.56%
9,790 $472,000
Q2 2022

Aug 01, 2022
BUY
$48.73 - $49.59 $484,619 - $493,172
9,945 New
9,945 $489,000

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
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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