Rocky Mountain Advisers, LLC Schwab Short Term Us Treasury Transaction History

Rocky Mountain Advisers, LLC

  • $125 Million
  • Q4 2025

A detailed history of Rocky Mountain Advisers, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Rocky Mountain Advisers, LLC holds 5,640 shares of SCHO stock, worth $137,334. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,640
Previous 7,610 25.89%
Holding current value
$137,334
Previous $185,000 25.95%
% of portfolio
0.11%
Previous 0.15%

Shares

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

Jan 21, 2026
SELL
$24.31 - $24.46 $47,890 - $48,186
-1,970 Reduced 25.89%
5,640 $137,000
Q1 2025

May 05, 2025
SELL
$24.1 - $24.34 $10,893 - $11,001
-452 Reduced 5.61%
7,610 $185,000
Q4 2024

Jan 29, 2025
BUY
$24.06 - $48.88 $96,985 - $197,035
4,031 Added 100.0%
8,062 $193,000
Q4 2023

Jan 24, 2024
SELL
$47.66 - $48.45 $77,447 - $78,731
-1,625 Reduced 28.73%
4,031 $195,000
Q3 2019

Oct 25, 2019
SELL
$50.39 - $50.59 $5,542 - $5,564
-110 Reduced 1.91%
5,656 $286,000
Q1 2019

Apr 25, 2019
SELL
N/A
-214 Reduced 3.58%
5,766 $289,000
Q2 2017

Aug 14, 2017
BUY
N/A
5,980
5,980 $302,000

Others Institutions Holding SCHO

# of Institutions
708
Shares Held
326M
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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