D.B. Root & Company, LLC Schwab Short Term Us Treasury Transaction History

D.B. Root & Company, LLC

  • $343 Million
  • Q3 2025

A detailed history of D.B. Root & Company, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, D.B. Root & Company, LLC holds 40,712 shares of SCHO stock, worth $991,337. This represents 0.29% of its overall portfolio holdings.

Number of Shares
40,712
Previous 42,973 5.26%
Holding current value
$991,337
Previous $1.05 Million 5.16%
% of portfolio
0.29%
Previous 0.33%

Shares

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

Nov 05, 2025
SELL
$24.23 - $24.42 $54,784 - $55,213
-2,261 Reduced 5.26%
40,712 $993,000
Q2 2025

Jul 22, 2025
SELL
$24.19 - $24.45 $583,680 - $589,954
-24,129 Reduced 35.96%
42,973 $1.05 Million
Q1 2025

May 14, 2025
BUY
$24.1 - $24.34 $196,680 - $198,638
8,161 Added 13.85%
67,102 $1.63 Million
Q4 2024

Jan 17, 2025
BUY
$24.06 - $48.88 $589,421 - $1.2 Million
24,498 Added 71.13%
58,941 $1.42 Million
Q3 2024

Oct 31, 2024
BUY
$47.93 - $49.06 $191,432 - $195,945
3,994 Added 13.12%
34,443 $1.69 Million
Q2 2024

Jul 15, 2024
SELL
$47.75 - $48.13 $778,802 - $785,000
-16,310 Reduced 34.88%
30,449 $1.47 Million
Q1 2024

Apr 17, 2024
SELL
$48.05 - $48.63 $707,247 - $715,784
-14,719 Reduced 23.94%
46,759 $2.25 Million
Q4 2023

Jan 16, 2024
SELL
$47.66 - $48.45 $1.25 Million - $1.27 Million
-26,129 Reduced 29.83%
61,478 $2.98 Million
Q3 2023

Nov 03, 2023
SELL
$47.78 - $48.2 $729,839 - $736,255
-15,275 Reduced 14.85%
87,607 $4.2 Million
Q2 2023

Jul 18, 2023
SELL
$48.06 - $48.89 $898,433 - $913,949
-18,694 Reduced 15.38%
102,882 $4.94 Million
Q1 2023

Apr 18, 2023
BUY
$47.8 - $49.0 $272,173 - $279,006
5,694 Added 4.91%
121,576 $5.93 Million
Q4 2022

Jan 27, 2023
BUY
$47.89 - $48.47 $794,974 - $804,602
16,600 Added 16.72%
115,882 $0
Q3 2022

Oct 26, 2022
BUY
$48.15 - $49.37 $742,665 - $761,482
15,424 Added 18.39%
99,282 $4.79 Million
Q2 2022

Jul 21, 2022
BUY
$48.73 - $49.59 $167,679 - $170,639
3,441 Added 4.28%
83,858 $4.12 Million
Q1 2022

May 06, 2022
SELL
$49.47 - $50.82 $268,622 - $275,952
-5,430 Reduced 6.33%
80,417 $3.98 Million
Q4 2021

Feb 01, 2022
SELL
$50.83 - $51.21 $1.6 Million - $1.61 Million
-31,518 Reduced 26.85%
85,847 $4.37 Million
Q3 2021

Oct 22, 2021
SELL
$51.18 - $51.3 $1.02 Million - $1.02 Million
-19,966 Reduced 14.54%
117,365 $6.01 Million
Q2 2021

Jul 28, 2021
SELL
$51.19 - $51.33 $479,087 - $480,397
-9,359 Reduced 6.38%
137,331 $7.03 Million
Q1 2021

May 04, 2021
SELL
$51.27 - $51.41 $2.75 Million - $2.75 Million
-53,563 Reduced 26.75%
146,690 $7.53 Million
Q4 2020

Feb 09, 2021
SELL
$51.37 - $51.48 $3.81 Million - $3.81 Million
-74,087 Reduced 27.01%
200,253 $10.3 Million
Q3 2020

Oct 22, 2020
SELL
$51.49 - $51.63 $277,273 - $278,027
-5,385 Reduced 1.93%
274,340 $14.1 Million
Q2 2020

Aug 06, 2020
BUY
$51.53 - $51.71 $1.46 Million - $1.47 Million
28,365 Added 11.28%
279,725 $14.4 Million
Q1 2020

Apr 29, 2020
SELL
$50.48 - $51.73 $420,952 - $431,376
-8,339 Reduced 3.21%
251,360 $13 Million
Q4 2019

Jan 14, 2020
SELL
$50.38 - $50.71 $1.27 Million - $1.27 Million
-25,115 Reduced 8.82%
259,699 $13.1 Million
Q3 2019

Oct 29, 2019
SELL
$50.39 - $50.59 $882,681 - $886,185
-17,517 Reduced 5.79%
284,814 $14.4 Million
Q2 2019

Jul 19, 2019
BUY
N/A
76,105 Added 33.64%
302,331 $15.3 Million
Q1 2019

Apr 12, 2019
BUY
N/A
214,650 Added 1854.27%
226,226 $11.4 Million
Q4 2018

Jan 25, 2019
BUY
N/A
1,354 Added 13.25%
11,576 $578,000
Q3 2018

Nov 05, 2018
BUY
N/A
808 Added 8.58%
10,222 $507,000
Q2 2018

Jul 25, 2018
BUY
N/A
2,617 Added 38.5%
9,414 $468,000
Q1 2018

May 02, 2018
BUY
N/A
6,797 New
6,797 $339,000

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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