Beacon Financial Advisory LLC Schwab Short Term Us Treasury Transaction History

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024

A detailed history of Beacon Financial Advisory LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 26,586 shares of SCHO stock, worth $640,456. This represents 0.48% of its overall portfolio holdings.

Number of Shares
26,586
Previous 26,101 1.86%
Holding current value
$640,456
Previous $1.26 Million 3.66%
% of portfolio
0.48%
Previous 0.5%

Shares

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

Oct 30, 2024
BUY
$47.93 - $49.06 $23,246 - $23,794
485 Added 1.86%
26,586 $1.3 Million
Q2 2024

Jul 26, 2024
BUY
$47.75 - $48.13 $70,670 - $71,232
1,480 Added 6.01%
26,101 $1.26 Million
Q1 2024

May 01, 2024
BUY
$48.05 - $48.63 $129,686 - $131,252
2,699 Added 12.31%
24,621 $1.19 Million
Q4 2023

Jan 23, 2024
BUY
$47.66 - $48.45 $1.04 Million - $1.06 Million
21,922 New
21,922 $1.06 Million

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
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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