Peterson Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Peterson Wealth Advisors, LLC

  • $603 Million
  • Q4 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 481,950 shares of SCHO stock, worth $11.7 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
481,950
Previous 424,359 13.57%
Holding current value
$11.7 Million
Previous $10.4 Million 13.34%
% of portfolio
1.95%
Previous 1.83%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$24.31 - $24.46 $1.4 Million - $1.41 Million
57,591 Added 13.57%
481,950 $11.7 Million
Q3 2025

Oct 09, 2025
BUY
$24.23 - $24.42 $1.02 Million - $1.02 Million
41,937 Added 10.97%
424,359 $10.4 Million
Q2 2025

Jul 07, 2025
SELL
$24.19 - $24.45 $92,599 - $93,594
-3,828 Reduced 0.99%
382,422 $9.32 Million
Q1 2025

Apr 30, 2025
BUY
$24.1 - $24.34 $462,406 - $467,011
19,187 Added 5.23%
386,250 $9.4 Million
Q4 2024

Jan 17, 2025
BUY
$24.06 - $48.88 $4.72 Million - $9.59 Million
196,233 Added 114.87%
367,063 $8.83 Million
Q3 2024

Oct 24, 2024
BUY
$47.93 - $49.06 $620,070 - $634,689
12,937 Added 8.19%
170,830 $8.37 Million
Q2 2024

Jul 18, 2024
BUY
$47.75 - $48.13 $82,416 - $83,072
1,726 Added 1.11%
157,893 $7.6 Million
Q1 2024

Apr 15, 2024
BUY
$48.05 - $48.63 $826,171 - $836,144
17,194 Added 12.37%
156,167 $7.53 Million
Q4 2023

Jan 10, 2024
SELL
$47.66 - $48.45 $16,252 - $16,521
-341 Reduced 0.24%
138,973 $6.73 Million
Q3 2023

Oct 05, 2023
BUY
$47.78 - $48.2 $292,270 - $294,839
6,117 Added 4.59%
139,314 $6.67 Million
Q2 2023

Jul 13, 2023
BUY
$48.06 - $48.89 $5.88 Million - $5.98 Million
122,314 Added 1123.9%
133,197 $6.4 Million
Q1 2023

Apr 06, 2023
BUY
$47.8 - $49.0 $520,207 - $533,267
10,883 New
10,883 $530,000

Others Institutions Holding SCHO

# of Institutions
703
Shares Held
324M
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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