Concord Wealth Partners Schwab Short Term Us Treasury Transaction History

Concord Wealth Partners

  • $548 Million
  • Q1 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 60 shares of SCHO stock, worth $2,887. This represents 0.0% of its overall portfolio holdings.

Number of Shares
60
Previous 480 87.5%
Holding current value
$2,887
Previous $23,000 91.3%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$47.91 - $48.47 $2,874 - $2,908
60 New
60 $2,000
Q3 2021

Nov 09, 2021
SELL
N/A
-41 Reduced 40.59%
60 $3,000
Q1 2021

May 13, 2021
BUY
N/A
60 Added 146.34%
101 $5,000
Q4 2020

Feb 16, 2021
BUY
N/A
41 New
41 $2,000

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
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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