West Coast Financial LLC Schwab Short Term Us Treasury Transaction History

West Coast Financial LLC

$874 Million
Q1 2025

A detailed history of West Coast Financial LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, West Coast Financial LLC holds 3,033,672 shares of SCHO stock, worth $73.9 Million. This represents 8.45% of its overall portfolio holdings.

Number of Shares

3,033,672

Previous 2,457,475 23.45%

Holding current value

$73.9 Million

Previous $59.1 Million 24.83%

% of portfolio

8.45%

Previous 6.52%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$24.1 - $24.34 $13.9 Million - $14 Million	576,197 Added 23.45%	3,033,672 $73.8 Million
Q4 2024 Jan 14, 2025	BUY	$24.06 - $48.88 $36.6 Million - $74.3 Million	1,520,253 Added 162.21%	2,457,475 $59.1 Million
Q3 2024 Oct 09, 2024	BUY	$47.93 - $49.06 $7.26 Million - $7.43 Million	151,387 Added 19.26%	937,222 $45.9 Million
Q2 2024 Jul 19, 2024	BUY	$47.75 - $48.13 $7.07 Million - $7.12 Million	148,021 Added 23.21%	785,835 $37.8 Million
Q1 2024 Apr 12, 2024	BUY	$48.05 - $48.63 $9.37 Million - $9.48 Million	194,989 Added 44.03%	637,814 $30.7 Million
Q4 2023 Jan 11, 2024	BUY	$47.66 - $48.45 $3.11 Million - $3.16 Million	65,187 Added 17.26%	442,825 $21.5 Million
Q3 2023 Nov 02, 2023	BUY	$47.78 - $48.2 $810,253 - $817,375	16,958 Added 4.7%	377,638 $18.1 Million
Q2 2023 Aug 08, 2023	BUY	$48.06 - $48.89 $200,938 - $204,409	4,181 Added 1.17%	360,680 $17.3 Million
Q1 2023 May 08, 2023	SELL	$47.8 - $49.0 $398,078 - $408,072	-8,328 Reduced 2.28%	356,499 $17.4 Million
Q4 2022 Feb 14, 2023	SELL	$47.89 - $48.47 $5.1 Million - $5.16 Million	-106,466 Reduced 22.59%	364,827 $17.6 Million
Q3 2022 Oct 31, 2022	BUY	$48.15 - $49.37 $2.38 Million - $2.44 Million	49,521 Added 11.74%	471,293 $22.7 Million
Q2 2022 Jul 11, 2022	BUY	$48.73 - $49.59 $8.46 Million - $8.61 Million	173,602 Added 69.95%	421,772 $20.7 Million
Q1 2022 Apr 20, 2022	BUY	$49.47 - $50.82 $251,010 - $257,860	5,074 Added 2.09%	248,170 $12.3 Million
Q4 2021 Jan 19, 2022	BUY	$50.83 - $51.21 $8.93 Million - $9 Million	175,734 Added 260.88%	243,096 $12.4 Million
Q3 2021 Nov 03, 2021	BUY	$51.18 - $51.3 $754,034 - $755,802	14,733 Added 27.99%	67,362 $3.45 Million
Q2 2021 Jul 28, 2021	BUY	$51.19 - $51.33 $48,988 - $49,122	957 Added 1.85%	52,629 $2.7 Million
Q1 2021 May 10, 2021	SELL	$51.27 - $51.41 $518,493 - $519,909	-10,113 Reduced 16.37%	51,672 $2.65 Million
Q4 2020 Feb 03, 2021	SELL	$51.37 - $51.48 $928,461 - $930,449	-18,074 Reduced 22.63%	61,785 $3.18 Million
Q3 2020 Nov 05, 2020	BUY	$51.49 - $51.63 $188,092 - $188,604	3,653 Added 4.79%	79,859 $4.11 Million
Q2 2020 Jul 13, 2020	SELL	$51.53 - $51.71 $4.77 Million - $4.79 Million	-92,557 Reduced 54.84%	76,206 $3.94 Million
Q1 2020 Apr 21, 2020	SELL	$50.48 - $51.73 $1.74 Million - $1.78 Million	-34,441 Reduced 16.95%	168,763 $8.73 Million
Q4 2019 Jan 17, 2020	BUY	$50.38 - $50.71 $1.78 Million - $1.8 Million	35,415 Added 21.11%	203,204 $10.3 Million
Q3 2019 Oct 16, 2019	BUY	$50.39 - $50.59 $2.65 Million - $2.67 Million	52,687 Added 45.77%	167,789 $8.49 Million
Q2 2019 Jul 16, 2019	BUY	N/A	50,831 Added 79.09%	115,102 $5.82 Million
Q1 2019 Apr 22, 2019	BUY	N/A	26,540 Added 70.34%	64,271 $3.23 Million
Q4 2018 Jan 29, 2019	BUY	N/A	15,710 Added 71.34%	37,731 $1.88 Million
Q3 2018 Oct 19, 2018	BUY	N/A	12,090 Added 121.74%	22,021 $1.09 Million
Q2 2018 Jul 16, 2018	BUY	N/A	9,931 New	9,931 $494,000

Others Institutions Holding SCHO

# of Institutions

681

Shares Held

350M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Coast Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Coast Financial LLC with notifications on news.

Account

West Coast Financial LLC Schwab Short Term Us Treasury Transaction History