Seven Post Investment Office LP Schwab Short Term Us Treasury Transaction History

Seven Post Investment Office LP

$261 Million
Q4 2024

A detailed history of Seven Post Investment Office LP transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Seven Post Investment Office LP holds 25,127 shares of SCHO stock, worth $609,329. This represents 0.23% of its overall portfolio holdings.

Number of Shares

25,127

Previous 12,536 100.44%

Holding current value

$609,329

Previous $614,000 1.63%

% of portfolio

0.23%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$24.06 - $48.88 $302,939 - $615,448	12,591 Added 100.44%	25,127 $604,000
Q3 2024 Oct 31, 2024	BUY	$47.93 - $49.06 $14,954 - $15,306	312 Added 2.55%	12,536 $614,000
Q2 2024 Aug 05, 2024	BUY	$47.75 - $48.13 $1,002 - $1,010	21 Added 0.17%	12,224 $588,000
Q1 2024 Apr 25, 2024	SELL	$48.05 - $48.63 $64,050 - $64,823	-1,333 Reduced 9.85%	12,203 $588,000
Q4 2023 Feb 06, 2024	SELL	$47.66 - $48.45 $65,198 - $66,279	-1,368 Reduced 9.18%	13,536 $655,000
Q3 2023 Nov 02, 2023	SELL	$47.78 - $48.2 $48,687 - $49,115	-1,019 Reduced 6.4%	14,904 $713,000
Q2 2023 Aug 08, 2023	SELL	$48.06 - $48.89 $2.08 Million - $2.11 Million	-43,256 Reduced 73.09%	15,923 $765,000
Q1 2023 May 02, 2023	SELL	$47.8 - $49.0 $81,021 - $83,055	-1,695 Reduced 2.78%	59,179 $2.89 Million
Q4 2022 Jan 31, 2023	BUY	$47.89 - $48.47 $2.34 Million - $2.37 Million	48,893 Added 408.09%	60,874 $2.94 Million
Q3 2022 Nov 07, 2022	BUY	$48.15 - $49.37 $576,885 - $591,501	11,981 New	11,981 $578,000

Others Institutions Holding SCHO

# of Institutions

665

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Seven Post Investment Office LP Schwab Short Term Us Treasury Transaction History