Clearstead Advisors, LLC Schwab Short Term Us Treasury Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Clearstead Advisors, LLC holds 18,558 shares of SCHO stock, worth $451,887. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,558
Previous 19,345 4.07%
Holding current value
$451,887
Previous $471,000 4.03%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 10, 2025
SELL
$24.23 - $24.42 $19,069 - $19,218
-787 Reduced 4.07%
18,558 $452,000
Q2 2025

Aug 08, 2025
SELL
$24.19 - $24.45 $33,309 - $33,667
-1,377 Reduced 6.65%
19,345 $471,000
Q1 2025

May 13, 2025
SELL
$24.1 - $24.34 $149,106 - $150,591
-6,187 Reduced 22.99%
20,722 $504,000
Q4 2024

Feb 10, 2025
BUY
$24.06 - $48.88 $324,810 - $659,880
13,500 Added 100.68%
26,909 $647,000
Q3 2024

Nov 13, 2024
SELL
$47.93 - $49.06 $2,348 - $2,403
-49 Reduced 0.36%
13,409 $656,000
Q2 2024

Aug 09, 2024
BUY
$47.75 - $48.13 $642,619 - $647,733
13,458 New
13,458 $647,000
Q2 2022

Aug 12, 2022
SELL
$48.73 - $49.59 $9,502 - $9,670
-195 Closed
0 $0
Q1 2022

May 04, 2022
BUY
$49.47 - $50.82 $1,038 - $1,067
21 Added 12.07%
195 $10,000
Q4 2021

Feb 14, 2022
BUY
$50.83 - $51.21 $8,844 - $8,910
174 New
174 $9,000
Q2 2021

Aug 12, 2021
SELL
$51.19 - $51.33 $219,195 - $219,795
-4,282 Closed
0 $0
Q1 2021

May 14, 2021
SELL
$51.27 - $51.41 $464,352 - $465,620
-9,057 Reduced 67.9%
4,282 $220,000
Q4 2020

Feb 11, 2021
SELL
$51.37 - $51.48 $380,138 - $380,952
-7,400 Reduced 35.68%
13,339 $685,000
Q3 2020

Nov 12, 2020
SELL
$51.49 - $51.63 $257,450 - $258,150
-5,000 Reduced 19.43%
20,739 $1.07 Million
Q2 2020

Aug 11, 2020
BUY
$51.53 - $51.71 $1.33 Million - $1.33 Million
25,739 New
25,739 $1.33 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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