Successful Portfolios LLC Schwab Short Term Us Treasury Transaction History

Successful Portfolios LLC

  • $170 Million
  • Q3 2025

A detailed history of Successful Portfolios LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Successful Portfolios LLC holds 202,762 shares of SCHO stock, worth $4.94 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
202,762
Previous 201,423 0.66%
Holding current value
$4.94 Million
Previous $4.91 Million 0.75%
% of portfolio
2.91%
Previous 3.04%

Shares

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

Oct 15, 2025
BUY
$24.23 - $24.42 $32,443 - $32,698
1,339 Added 0.66%
202,762 $4.95 Million
Q2 2025

Jul 21, 2025
SELL
$24.19 - $24.45 $98,816 - $99,878
-4,085 Reduced 1.99%
201,423 $4.91 Million
Q1 2025

Apr 11, 2025
BUY
$24.1 - $24.34 $52,875 - $53,401
2,194 Added 1.08%
205,508 $5 Million
Q4 2024

Jan 16, 2025
BUY
$24.06 - $48.88 $2.35 Million - $4.77 Million
97,532 Added 92.2%
203,314 $4.89 Million
Q3 2024

Oct 09, 2024
BUY
$47.93 - $49.06 $62,884 - $64,366
1,312 Added 1.26%
105,782 $5.18 Million
Q2 2024

Jul 12, 2024
SELL
$47.75 - $48.13 $101,946 - $102,757
-2,135 Reduced 2.0%
104,470 $5.03 Million
Q1 2024

Apr 17, 2024
BUY
$48.05 - $48.63 $56,795 - $57,480
1,182 Added 1.12%
106,605 $5.14 Million
Q4 2023

Jan 18, 2024
SELL
$47.66 - $48.45 $940,665 - $956,257
-19,737 Reduced 15.77%
105,423 $5.11 Million
Q3 2023

Oct 10, 2023
SELL
$47.78 - $48.2 $575,653 - $580,713
-12,048 Reduced 8.78%
125,160 $5.99 Million
Q2 2023

Jul 20, 2023
SELL
$48.06 - $48.89 $1.85 Million - $1.89 Million
-38,581 Reduced 21.95%
137,208 $6.59 Million
Q1 2023

Apr 21, 2023
SELL
$47.8 - $49.0 $550,703 - $564,529
-11,521 Reduced 6.15%
175,789 $8.58 Million
Q4 2022

Jan 27, 2023
BUY
$47.89 - $48.47 $87,782 - $88,845
1,833 Added 0.99%
187,310 $0
Q3 2022

Oct 12, 2022
SELL
$48.15 - $49.37 $1.33 Million - $1.36 Million
-27,604 Reduced 12.95%
185,477 $8.95 Million
Q2 2022

Jul 22, 2022
BUY
$48.73 - $49.59 $1.61 Million - $1.64 Million
32,979 Added 18.31%
213,081 $10.5 Million
Q1 2022

Apr 21, 2022
BUY
$49.47 - $50.82 $1.02 Million - $1.04 Million
20,540 Added 12.87%
180,102 $8.92 Million
Q4 2021

Jan 26, 2022
BUY
$50.83 - $51.21 $1.23 Million - $1.24 Million
24,158 Added 17.84%
159,562 $8.11 Million
Q3 2021

Oct 14, 2021
BUY
$51.18 - $51.3 $240,136 - $240,699
4,692 Added 3.59%
135,404 $6.93 Million
Q2 2021

Jul 23, 2021
BUY
$51.19 - $51.33 $123,265 - $123,602
2,408 Added 1.88%
130,712 $6.7 Million
Q1 2021

Apr 20, 2021
BUY
$51.27 - $51.41 $224,357 - $224,970
4,376 Added 3.53%
128,304 $6.58 Million
Q4 2020

Feb 02, 2021
BUY
$51.37 - $51.48 $119,229 - $119,485
2,321 Added 1.91%
123,928 $6.37 Million
Q3 2020

Oct 13, 2020
BUY
$51.49 - $51.63 $310,072 - $310,915
6,022 Added 5.21%
121,607 $6.26 Million
Q2 2020

Jul 13, 2020
SELL
$51.53 - $51.71 $272,645 - $273,597
-5,291 Reduced 4.38%
115,585 $5.97 Million
Q1 2020

Apr 23, 2020
BUY
$50.48 - $51.73 $711,768 - $729,393
14,100 Added 13.21%
120,876 $6.25 Million
Q4 2019

Jan 23, 2020
BUY
$50.38 - $50.71 $744,465 - $749,341
14,777 Added 16.06%
106,776 $5.39 Million
Q3 2019

Oct 11, 2019
BUY
$50.39 - $50.59 $394,604 - $396,170
7,831 Added 9.3%
91,999 $4.65 Million
Q2 2019

Jul 11, 2019
BUY
N/A
3,197 Added 3.95%
84,168 $4.26 Million
Q1 2019

Apr 22, 2019
BUY
N/A
15,992 Added 24.61%
80,971 $4.06 Million
Q4 2018

Jan 14, 2019
BUY
N/A
11,309 Added 21.07%
64,979 $3.24 Million
Q3 2018

Oct 15, 2018
SELL
N/A
-1,974 Reduced 3.55%
53,670 $2.66 Million
Q2 2018

Jul 24, 2018
BUY
N/A
7,642 Added 15.92%
55,644 $2.77 Million
Q1 2018

May 08, 2018
BUY
N/A
8,453 Added 21.37%
48,002 $2.39 Million
Q4 2017

Feb 09, 2018
BUY
N/A
39,549
39,549 $1.98 Million

Others Institutions Holding SCHO

# of Institutions
706
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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