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

Rocky Mountain Advisers, LLC

  • $126 Million
  • Q3 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 7,610 shares of SCHO stock, worth $185,303. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,610
Previous 7,610 -0.0%
Holding current value
$185,303
Previous $185,000 -0.0%
% of portfolio
0.15%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
Track This Portfolio

Track Rocky Mountain Advisers, LLC Portfolio

Follow Rocky Mountain Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rocky Mountain Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rocky Mountain Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email