Resurgent Financial Advisors LLC Schwab Short Term Us Treasury Transaction History

Resurgent Financial Advisors LLC

  • $170 Million
  • Q3 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 7,287 shares of SCHO stock, worth $176,636. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,287
Previous 7,219 0.94%
Holding current value
$176,636
Previous $347,000 2.59%
% of portfolio
0.21%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$47.93 - $49.06 $3,259 - $3,336
68 Added 0.94%
7,287 $356,000
Q2 2024

Aug 14, 2024
SELL
$47.75 - $48.13 $360,846 - $363,718
-7,557 Reduced 51.14%
7,219 $347,000
Q1 2024

May 10, 2024
BUY
$48.05 - $48.63 $356,050 - $360,348
7,410 Added 100.6%
14,776 $712,000
Q4 2023

Feb 09, 2024
SELL
$47.66 - $48.45 $45,419 - $46,172
-953 Reduced 11.46%
7,366 $356,000
Q3 2023

Nov 13, 2023
SELL
$47.78 - $48.2 $53,083 - $53,550
-1,111 Reduced 11.78%
8,319 $398,000
Q2 2023

Aug 14, 2023
SELL
$48.06 - $48.89 $37,246 - $37,889
-775 Reduced 7.59%
9,430 $453,000
Q1 2023

May 15, 2023
SELL
$47.8 - $49.0 $531,679 - $545,027
-11,123 Reduced 52.15%
10,205 $497,000
Q4 2022

Feb 14, 2023
SELL
$47.89 - $48.47 $990,748 - $1 Million
-20,688 Reduced 49.24%
21,328 $1.03 Million
Q3 2022

Nov 14, 2022
SELL
$48.15 - $49.37 $908,542 - $931,562
-18,869 Reduced 30.99%
42,016 $2.03 Million
Q2 2022

Aug 15, 2022
BUY
$48.73 - $49.59 $168,898 - $171,878
3,466 Added 6.04%
60,885 $3 Million
Q1 2022

May 16, 2022
SELL
$49.47 - $50.82 $341,689 - $351,013
-6,907 Reduced 10.74%
57,419 $2.85 Million
Q4 2021

May 16, 2022
BUY
$50.83 - $51.21 $3.27 Million - $3.29 Million
64,326 New
64,326 $3.27 Million

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
208M
Call Options Held
74.3K
Put Options Held
30.8K
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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