Curran Financial Partners, LLC Schwab Short Term Us Treasury Transaction History

Curran Financial Partners, LLC

$292 Million
Q3 2024

A detailed history of Curran Financial Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Curran Financial Partners, LLC holds 103,655 shares of SCHO stock, worth $2.5 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

103,655

Previous 96,228 7.72%

Holding current value

$2.5 Million

Previous $4.63 Million 9.63%

% of portfolio

1.74%

Previous 1.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$47.93 - $49.06 $355,976 - $364,368	7,427 Added 7.72%	103,655 $5.08 Million
Q2 2024 Jul 22, 2024	BUY	$47.75 - $48.13 $179,158 - $180,583	3,752 Added 4.06%	96,228 $4.63 Million
Q1 2024 May 02, 2024	BUY	$48.05 - $48.63 $93,601 - $94,731	1,948 Added 2.15%	92,476 $4.46 Million
Q4 2023 Jan 31, 2024	BUY	$47.66 - $48.45 $184,444 - $187,501	3,870 Added 4.47%	90,528 $4.39 Million
Q3 2023 Nov 09, 2023	BUY	$47.78 - $48.2 $244,872 - $247,025	5,125 Added 6.29%	86,658 $4.15 Million
Q2 2023 Jul 11, 2023	BUY	$48.06 - $48.89 $621,415 - $632,147	12,930 Added 18.85%	81,533 $3.92 Million
Q1 2023 May 02, 2023	BUY	$47.8 - $49.0 $3.28 Million - $3.36 Million	68,603 New	68,603 $3.35 Million

Others Institutions Holding SCHO

# of Institutions

614

Shares Held

170M

Call Options Held

42K

Put Options Held

33.9K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Curran Financial Partners, LLC Schwab Short Term Us Treasury Transaction History