Capital Insight Partners, LLC Schwab Short Term Us Treasury Transaction History

Capital Insight Partners, LLC

  • $583 Million
  • Q3 2025

A detailed history of Capital Insight Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Capital Insight Partners, LLC holds 11,409 shares of SCHO stock, worth $277,809. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,409
Previous 12,729 10.37%
Holding current value
$277,809
Previous $310,000 10.32%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 14, 2025
SELL
$24.23 - $24.42 $31,983 - $32,234
-1,320 Reduced 10.37%
11,409 $278,000
Q2 2025

Jul 17, 2025
SELL
$24.19 - $24.45 $6,531 - $6,601
-270 Reduced 2.08%
12,729 $310,000
Q4 2024

Jan 24, 2025
BUY
$24.06 - $48.88 $162,092 - $329,304
6,737 Added 107.59%
12,999 $312,000
Q2 2024

Jul 24, 2024
SELL
$47.75 - $48.13 $1,862 - $1,877
-39 Reduced 0.62%
6,262 $301,000
Q4 2023

Jan 24, 2024
SELL
$47.66 - $48.45 $109,760 - $111,580
-2,303 Reduced 26.77%
6,301 $305,000
Q3 2023

Oct 30, 2023
SELL
$47.78 - $48.2 $58,434 - $58,948
-1,223 Reduced 12.45%
8,604 $412,000
Q2 2023

Jul 21, 2023
BUY
$48.06 - $48.89 $2,162 - $2,200
45 Added 0.46%
9,827 $472,000
Q1 2023

Apr 27, 2023
SELL
$47.8 - $49.0 $231,352 - $237,160
-4,840 Reduced 33.1%
9,782 $477,000
Q4 2022

Feb 07, 2023
BUY
$47.89 - $48.47 $255,972 - $259,072
5,345 Added 57.62%
14,622 $705,000
Q3 2022

Oct 20, 2022
SELL
$48.15 - $49.37 $297,855 - $305,402
-6,186 Reduced 40.01%
9,277 $448,000
Q2 2022

Jul 20, 2022
SELL
$48.73 - $49.59 $288,091 - $293,176
-5,912 Reduced 27.66%
15,463 $761,000
Q1 2022

Apr 21, 2022
SELL
$49.47 - $50.82 $158,798 - $163,132
-3,210 Reduced 13.06%
21,375 $1.06 Million
Q4 2021

Jan 20, 2022
SELL
$50.83 - $51.21 $771,904 - $777,675
-15,186 Reduced 38.18%
24,585 $1.25 Million
Q3 2021

Oct 13, 2021
SELL
$51.18 - $51.3 $134,398 - $134,713
-2,626 Reduced 6.19%
39,771 $2.04 Million
Q2 2021

Aug 02, 2021
SELL
$51.19 - $51.33 $27,693 - $27,769
-541 Reduced 1.26%
42,397 $2.17 Million
Q1 2021

Apr 20, 2021
SELL
$51.27 - $51.41 $53,064 - $53,209
-1,035 Reduced 2.35%
42,938 $2.2 Million
Q4 2020

Feb 02, 2021
SELL
$51.37 - $51.48 $8,835 - $8,854
-172 Reduced 0.39%
43,973 $2.26 Million
Q3 2020

Nov 04, 2020
BUY
$51.49 - $51.63 $67,091 - $67,273
1,303 Added 3.04%
44,145 $2.27 Million
Q2 2020

Jul 15, 2020
BUY
$51.53 - $51.71 $2.21 Million - $2.22 Million
42,842 New
42,842 $2.21 Million

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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