Founders Financial Alliance, LLC Schwab Short Term Us Treasury Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 2,382 shares of SCHO stock, worth $57,954. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,382

Previous 1,180 101.86%

Holding current value

$57,954

Previous $57,000 -0.0%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$24.06 - $48.88 $28,920 - $58,753	1,202 Added 101.86%	2,382 $57,000
Q3 2024 Nov 01, 2024	SELL	$47.93 - $49.06 $5,799 - $5,936	-121 Reduced 9.3%	1,180 $57,000
Q2 2024 Aug 23, 2024	SELL	$47.75 - $48.13 $22,012 - $22,187	-461 Reduced 26.16%	1,301 $62,000
Q1 2024 May 14, 2024	BUY	$48.05 - $48.63 $22,919 - $23,196	477 Added 37.12%	1,762 $84,000
Q4 2023 Feb 09, 2024	BUY	$47.66 - $48.45 $571 - $581	12 Added 0.94%	1,285 $62,000
Q3 2023 Nov 13, 2023	SELL	$47.78 - $48.2 $36,217 - $36,535	-758 Reduced 37.32%	1,273 $60,000
Q2 2023 Aug 11, 2023	BUY	$48.06 - $48.89 $29,701 - $30,214	618 Added 43.74%	2,031 $97,000
Q1 2023 May 15, 2023	SELL	$47.8 - $49.0 $5,401 - $5,537	-113 Reduced 7.4%	1,413 $68,000
Q4 2022 Feb 15, 2023	BUY	$47.89 - $48.47 $287 - $290	6 Added 0.39%	1,526 $73,000
Q3 2022 Nov 14, 2022	BUY	$48.15 - $49.37 $192 - $197	4 Added 0.26%	1,520 $73,000
Q2 2022 Aug 15, 2022	BUY	$48.73 - $49.59 $48 - $49	1 Added 0.07%	1,516 $75,000
Q1 2022 May 12, 2022	BUY	$49.47 - $50.82 $49 - $50	1 Added 0.07%	1,515 $75,000
Q4 2021 Feb 14, 2022	BUY	$50.83 - $51.21 $12,046 - $12,136	237 Added 18.56%	1,514 $77,000
Q3 2021 Nov 15, 2021	BUY	$51.18 - $51.3 $20,983 - $21,033	410 Added 47.29%	1,277 $65,000
Q1 2021 May 14, 2021	BUY	$51.27 - $51.41 $44,451 - $44,572	867 New	867 $44,000

Others Institutions Holding SCHO

# of Institutions

667

Shares Held

345M

Call Options Held

56.5K

Put Options Held

44.6K

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About SCHWAB SHORT-TERM US TREASURY

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Founders Financial Alliance, LLC Schwab Short Term Us Treasury Transaction History