Smart Portfolios, LLC Schwab Short Term Us Treasury Transaction History

Smart Portfolios, LLC

$94 Million
Q3 2025

A detailed history of Smart Portfolios, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Smart Portfolios, LLC holds 38,430 shares of SCHO stock, worth $935,770. This represents 1.0% of its overall portfolio holdings.

Number of Shares

38,430

Previous 38,970 1.39%

Holding current value

$935,770

Previous $950,000 1.37%

% of portfolio

1.0%

Previous 1.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$24.23 - $24.42 $13,084 - $13,186	-540 Reduced 1.39%	38,430 $937,000
Q4 2024 Feb 07, 2025	BUY	$24.06 - $48.88 $479,636 - $974,422	19,935 Added 104.73%	38,970 $937,000
Q2 2024 Jul 22, 2024	BUY	$47.75 - $48.13 $14,802 - $14,920	310 Added 1.66%	19,035 $916,000
Q1 2024 May 01, 2024	BUY	$48.05 - $48.63 $685,433 - $693,706	14,265 Added 319.84%	18,725 $902,000
Q4 2023 Feb 13, 2024	BUY	$47.66 - $48.45 $212,563 - $216,087	4,460 New	4,460 $216,000

Q1 2022 Jun 09, 2022	SELL	$49.47 - $50.82 $6.46 Million - $6.63 Million	-130,518 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$51.18 - $51.3 $6.68 Million - $6.7 Million	130,518 New	130,518 $6.68 Million
Q4 2017 Feb 05, 2018	SELL	N/A	-235,961 Closed	0 $0
Q3 2017 Oct 23, 2017	BUY	N/A	235,961	235,961 $11.9 Million

Others Institutions Holding SCHO

# of Institutions

705

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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Smart Portfolios, LLC Schwab Short Term Us Treasury Transaction History