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

Vantage Financial Partners, LLC

$386 Million
Q3 2025

A detailed history of Vantage Financial Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 28,315 shares of SCHO stock, worth $689,470. This represents 0.18% of its overall portfolio holdings.

Number of Shares

28,315

Previous 30,397 6.85%

Holding current value

$689,470

Previous $741,000 6.88%

% of portfolio

0.18%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$24.23 - $24.42 $50,446 - $50,842	-2,082 Reduced 6.85%	28,315 $690,000
Q2 2025 Aug 06, 2025	SELL	$24.19 - $24.45 $68,772 - $69,511	-2,843 Reduced 8.55%	30,397 $741,000
Q1 2025 May 07, 2025	SELL	$24.1 - $24.34 $564,566 - $570,188	-23,426 Reduced 41.34%	33,240 $809,000
Q4 2024 Feb 06, 2025	BUY	$24.06 - $48.88 $368,238 - $748,108	15,305 Added 37.0%	56,666 $1.36 Million
Q3 2024 Nov 08, 2024	SELL	$47.93 - $49.06 $771,673 - $789,866	-16,100 Reduced 28.02%	41,361 $2.03 Million

Q2 2024 Aug 07, 2024	SELL	$47.75 - $48.13 $594,057 - $598,785	-12,441 Reduced 17.8%	57,461 $2.77 Million
Q1 2024 May 02, 2024	BUY	$48.05 - $48.63 $114,503 - $115,885	2,383 Added 3.53%	69,902 $3.37 Million
Q4 2023 Feb 05, 2024	BUY	$47.66 - $48.45 $3.22 Million - $3.27 Million	67,519 New	67,519 $3.27 Million

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

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