Win Advisors, Inc Schwab Short Term Us Treasury Transaction History

Win Advisors, Inc

$203 Million
Q3 2025

A detailed history of Win Advisors, Inc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Win Advisors, Inc holds 47,027 shares of SCHO stock, worth $1.15 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

47,027

Previous 32,124 46.39%

Holding current value

$1.15 Million

Previous $783,000 46.49%

% of portfolio

0.57%

Previous 0.4%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$24.23 - $24.42 $361,099 - $363,931	14,903 Added 46.39%	47,027 $1.15 Million
Q2 2025 Aug 14, 2025	SELL	$24.19 - $24.45 $598,025 - $604,452	-24,722 Reduced 43.49%	32,124 $783,000
Q1 2025 Apr 23, 2025	BUY	$24.1 - $24.34 $919,029 - $928,181	38,134 Added 203.79%	56,846 $1.38 Million
Q4 2024 Jan 27, 2025	BUY	$24.06 - $48.88 $91,115 - $185,108	3,787 Added 25.37%	18,712 $450,000
Q3 2024 Oct 31, 2024	SELL	$47.93 - $49.06 $41,411 - $42,387	-864 Reduced 5.47%	14,925 $731,000

Q2 2024 Aug 02, 2024	BUY	$47.75 - $48.13 $306,937 - $309,379	6,428 Added 68.67%	15,789 $759,000
Q1 2024 Apr 24, 2024	BUY	$48.05 - $48.63 $12,204 - $12,352	254 Added 2.79%	9,361 $451,000
Q4 2023 Feb 05, 2024	SELL	$47.66 - $48.45 $559,671 - $568,948	-11,743 Reduced 56.32%	9,107 $441,000
Q3 2023 Oct 30, 2023	BUY	$47.78 - $48.2 $996,213 - $1 Million	20,850 New	20,850 $998,000
Q1 2023 Apr 28, 2023	BUY	$47.8 - $49.0 $28,058 - $28,763	587 Added 6.9%	9,092 $443,000
Q4 2022 Feb 14, 2023	SELL	$47.89 - $48.47 $48,177 - $48,760	-1,006 Reduced 10.58%	8,505 $410,000
Q3 2022 Oct 27, 2022	SELL	$48.15 - $49.37 $45,309 - $46,457	-941 Reduced 9.0%	9,511 $459,000
Q2 2022 Jul 18, 2022	SELL	$48.73 - $49.59 $200,377 - $203,914	-4,112 Reduced 28.23%	10,452 $515,000
Q1 2022 May 13, 2022	BUY	$49.47 - $50.82 $143,512 - $147,428	2,901 Added 24.87%	14,564 $722,000
Q4 2021 Feb 14, 2022	BUY	$50.83 - $51.21 $592,830 - $597,262	11,663 New	11,663 $593,000

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

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