Rise Advisors, LLC Schwab Short Term Us Treasury Transaction History

Rise Advisors, LLC

  • $249 Million
  • Q3 2025

A detailed history of Rise Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Rise Advisors, LLC holds 645 shares of SCHO stock, worth $15,705. This represents 0.01% of its overall portfolio holdings.

Number of Shares
645
Previous 664 2.86%
Holding current value
$15,705
Previous $16,000 6.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 08, 2025
SELL
$24.23 - $24.42 $460 - $463
-19 Reduced 2.86%
645 $15,000
Q2 2025

Jul 08, 2025
BUY
$24.19 - $24.45 $798 - $806
33 Added 5.23%
664 $16,000
Q1 2025

May 15, 2025
BUY
$24.1 - $24.34 $96 - $97
4 Added 0.64%
631 $15,000
Q4 2024

Jan 07, 2025
BUY
$24.06 - $48.88 $7,651 - $15,543
318 Added 102.91%
627 $15,000
Q3 2024

Oct 11, 2024
BUY
$47.93 - $49.06 $14,810 - $15,159
309 New
309 $15,000
Q2 2022

Jul 28, 2022
BUY
$48.73 - $49.59 $18,955 - $19,290
389 New
389 $19,000

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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