Mc Broom & Associates, LLC Schwab Short Term Us Treasury Transaction History

Mc Broom & Associates, LLC

  • $199 Million
  • Q3 2025

A detailed history of Mc Broom & Associates, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Mc Broom & Associates, LLC holds 26,212 shares of SCHO stock, worth $638,262. This represents 0.32% of its overall portfolio holdings.

Number of Shares
26,212
Previous 40,665 35.54%
Holding current value
$638,262
Previous $991,000 35.52%
% of portfolio
0.32%
Previous 0.57%

Shares

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

Oct 28, 2025
SELL
$24.23 - $24.42 $350,196 - $352,942
-14,453 Reduced 35.54%
26,212 $639,000
Q1 2025

Apr 16, 2025
SELL
$24.1 - $24.34 $36,101 - $36,461
-1,498 Reduced 3.55%
40,665 $989,000
Q4 2024

Jan 29, 2025
BUY
$24.06 - $48.88 $476,508 - $968,068
19,805 Added 88.58%
42,163 $1.01 Million
Q3 2024

Oct 18, 2024
BUY
$47.93 - $49.06 $61,829 - $63,287
1,290 Added 6.12%
22,358 $1.1 Million
Q2 2024

Aug 06, 2024
SELL
$47.75 - $48.13 $29,175 - $29,407
-611 Reduced 2.82%
21,068 $1.01 Million
Q1 2024

Apr 16, 2024
BUY
$48.05 - $48.63 $104,172 - $105,429
2,168 Added 11.11%
21,679 $1.05 Million
Q4 2023

Jan 08, 2024
SELL
$47.66 - $48.45 $258,412 - $262,695
-5,422 Reduced 21.75%
19,511 $945,000
Q3 2023

Oct 16, 2023
SELL
$47.78 - $48.2 $188,109 - $189,763
-3,937 Reduced 13.64%
24,933 $1.19 Million
Q2 2023

Jul 24, 2023
SELL
$48.06 - $48.89 $194,546 - $197,906
-4,048 Reduced 12.3%
28,870 $1.39 Million
Q1 2023

Apr 21, 2023
SELL
$47.8 - $49.0 $483,592 - $495,733
-10,117 Reduced 23.51%
32,918 $1.61 Million
Q4 2022

Jan 26, 2023
SELL
$47.89 - $48.47 $777,206 - $786,619
-16,229 Reduced 27.38%
43,035 $0
Q3 2022

Oct 27, 2022
SELL
$48.15 - $49.37 $954,670 - $978,858
-19,827 Reduced 25.07%
59,264 $2.86 Million
Q2 2022

Jul 15, 2022
SELL
$48.73 - $49.59 $657,367 - $668,969
-13,490 Reduced 14.57%
79,091 $3.89 Million
Q1 2022

May 04, 2022
SELL
$49.47 - $50.82 $250,615 - $257,454
-5,066 Reduced 5.19%
92,581 $4.59 Million
Q4 2021

Feb 14, 2022
BUY
$50.83 - $51.21 $4.96 Million - $5 Million
97,647 New
97,647 $4.97 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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