Concord Wealth Partners Schwab Short Term Us Treasury Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

A detailed history of Concord Wealth Partners transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Concord Wealth Partners holds 120 shares of SCHO stock, worth $2,908. This represents 0.0% of its overall portfolio holdings.

Number of Shares

120

Previous 60 100.0%

Holding current value

$2,908

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$24.06 - $48.88 $1,443 - $2,932	60 Added 100.0%	120 $2,000
Q1 2024 Apr 30, 2024	SELL	$48.05 - $48.63 $20,181 - $20,424	-420 Reduced 87.5%	60 $2,000
Q4 2023 Apr 30, 2024	BUY	$47.66 - $48.45 $20,017 - $20,349	420 Added 700.0%	480 $23,000
Q4 2023 Feb 05, 2024	BUY	$47.66 - $48.45 $20,017 - $20,349	420 Added 700.0%	480 $23,000
Q3 2023 Apr 30, 2024	SELL	$47.78 - $48.2 $20,067 - $20,244	-420 Reduced 87.5%	60 $2,000
Q4 2022 Jan 27, 2023	BUY	$47.89 - $48.47 $2,873 - $2,908	60 New	60 $2,000
Q3 2021 Nov 09, 2021	SELL	$51.18 - $51.3 $2,098 - $2,103	-41 Reduced 40.59%	60 $3,000
Q1 2021 May 13, 2021	BUY	$51.27 - $51.41 $3,076 - $3,084	60 Added 146.34%	101 $5,000
Q4 2020 Feb 16, 2021	BUY	$51.37 - $51.48 $2,106 - $2,110	41 New	41 $2,000

Others Institutions Holding SCHO

# of Institutions

664

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
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Concord Wealth Partners Schwab Short Term Us Treasury Transaction History