One Ascent Financial Services LLC Schwab Short Term Us Treasury Transaction History

One Ascent Financial Services LLC

  • $582 Million
  • Q3 2025

A detailed history of One Ascent Financial Services LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, One Ascent Financial Services LLC holds 72,918 shares of SCHO stock, worth $1.78 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
72,918
Holding current value
$1.78 Million
% of portfolio
0.31%

Shares

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

Oct 31, 2025
BUY
$24.23 - $24.42 $1.77 Million - $1.78 Million
72,918 New
72,918 $1.78 Million
Q2 2025

Aug 12, 2025
BUY
$24.19 - $24.45 $892,731 - $902,327
36,905 Added 90.9%
77,504 $1.89 Million
Q1 2025

May 05, 2025
BUY
$24.1 - $24.34 $751,293 - $758,775
31,174 Added 330.76%
40,599 $988,000
Q4 2024

Feb 12, 2025
BUY
$24.06 - $48.88 $226,765 - $460,694
9,425 New
9,425 $227,000
Q1 2024

Apr 16, 2024
SELL
$48.05 - $48.63 $32,529 - $32,922
-677 Reduced 12.95%
4,551 $219,000
Q4 2023

Jan 11, 2024
BUY
$47.66 - $48.45 $45,705 - $46,463
959 Added 22.46%
5,228 $253,000
Q3 2023

Oct 13, 2023
BUY
$47.78 - $48.2 $203,972 - $205,765
4,269 New
4,269 $204,000

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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