Walkner Condon Financial Advisors LLC Schwab Short Term Us Treasury Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 48,519 shares of SCHO stock, worth $1.17 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
48,519
Previous 42,366 14.52%
Holding current value
$1.17 Million
Previous $2.04 Million 16.53%
% of portfolio
0.49%
Previous 0.44%

Shares

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

Oct 31, 2024
BUY
$47.93 - $49.06 $294,913 - $301,866
6,153 Added 14.52%
48,519 $2.38 Million
Q2 2024

Jul 26, 2024
SELL
$47.75 - $48.13 $53,957 - $54,386
-1,130 Reduced 2.6%
42,366 $2.04 Million
Q1 2024

Apr 22, 2024
SELL
$48.05 - $48.63 $235,493 - $238,335
-4,901 Reduced 10.13%
43,496 $2.1 Million
Q4 2023

Jan 23, 2024
SELL
$47.66 - $48.45 $92,841 - $94,380
-1,948 Reduced 3.87%
48,397 $2.34 Million
Q3 2023

Oct 19, 2023
BUY
$47.78 - $48.2 $911,881 - $919,897
19,085 Added 61.05%
50,345 $2.41 Million
Q2 2023

Jul 21, 2023
BUY
$48.06 - $48.89 $101,406 - $103,157
2,110 Added 7.24%
31,260 $1.5 Million
Q1 2023

Apr 20, 2023
BUY
$47.8 - $49.0 $141,488 - $145,040
2,960 Added 11.3%
29,150 $1.42 Million
Q4 2022

Jan 25, 2023
BUY
$47.89 - $48.47 $1.25 Million - $1.27 Million
26,190 New
26,190 $0

Others Institutions Holding SCHO

# of Institutions
625
Shares Held
186M
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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