Valtinson Bruner Financial Planning LLC Schwab Short Term Us Treasury Transaction History

Valtinson Bruner Financial Planning LLC

  • $272 Million
  • Q3 2025

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 15,589 shares of SCHO stock, worth $379,592. This represents 0.14% of its overall portfolio holdings.

Number of Shares
15,589
Previous 15,982 2.46%
Holding current value
$379,592
Previous $389,000 2.31%
% of portfolio
0.14%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$24.23 - $24.42 $9,522 - $9,597
-393 Reduced 2.46%
15,589 $380,000
Q2 2025

Aug 06, 2025
SELL
$24.19 - $24.45 $55,056 - $55,648
-2,276 Reduced 12.47%
15,982 $389,000
Q1 2025

May 14, 2025
SELL
$24.1 - $24.34 $31,402 - $31,715
-1,303 Reduced 6.66%
18,258 $444,000
Q4 2024

Feb 10, 2025
BUY
$24.06 - $48.88 $86,038 - $174,794
3,576 Added 22.37%
19,561 $470,000
Q3 2024

Nov 05, 2024
SELL
$47.93 - $49.06 $125,528 - $128,488
-2,619 Reduced 14.08%
15,985 $782,000
Q2 2024

Aug 05, 2024
SELL
$47.75 - $48.13 $2.1 Million - $2.12 Million
-43,995 Reduced 70.28%
18,604 $895,000
Q1 2024

Apr 29, 2024
SELL
$48.05 - $48.63 $750,444 - $759,503
-15,618 Reduced 19.97%
62,599 $3.02 Million
Q4 2023

Feb 06, 2024
SELL
$47.66 - $48.45 $617,387 - $627,621
-12,954 Reduced 14.21%
78,217 $3.79 Million
Q3 2023

Oct 24, 2023
SELL
$47.78 - $48.2 $329,156 - $332,049
-6,889 Reduced 7.03%
91,171 $4.37 Million
Q2 2023

Jul 24, 2023
BUY
$48.06 - $48.89 $4.71 Million - $4.79 Million
98,060 New
98,060 $4.71 Million

Others Institutions Holding SCHO

# of Institutions
706
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Valtinson Bruner Financial Planning LLC Portfolio

Follow Valtinson Bruner Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Valtinson Bruner Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email