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

Curran Financial Partners, LLC

$352 Million
Q1 2025

A detailed history of Curran Financial Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Curran Financial Partners, LLC holds 258,951 shares of SCHO stock, worth $6.31 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

258,951

Previous 230,943 12.13%

Holding current value

$6.31 Million

Previous $5.56 Million 13.43%

% of portfolio

1.79%

Previous 1.73%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$24.1 - $24.34 $674,992 - $681,714	28,008 Added 12.13%	258,951 $6.3 Million
Q4 2024 Jan 22, 2025	BUY	$24.06 - $48.88 $3.06 Million - $6.22 Million	127,288 Added 122.8%	230,943 $5.56 Million
Q3 2024 Oct 16, 2024	BUY	$47.93 - $49.06 $355,976 - $364,368	7,427 Added 7.72%	103,655 $5.08 Million
Q2 2024 Jul 22, 2024	BUY	$47.75 - $48.13 $179,158 - $180,583	3,752 Added 4.06%	96,228 $4.63 Million
Q1 2024 May 02, 2024	BUY	$48.05 - $48.63 $93,601 - $94,731	1,948 Added 2.15%	92,476 $4.46 Million
Q4 2023 Jan 31, 2024	BUY	$47.66 - $48.45 $184,444 - $187,501	3,870 Added 4.47%	90,528 $4.39 Million
Q3 2023 Nov 09, 2023	BUY	$47.78 - $48.2 $244,872 - $247,025	5,125 Added 6.29%	86,658 $4.15 Million
Q2 2023 Jul 11, 2023	BUY	$48.06 - $48.89 $621,415 - $632,147	12,930 Added 18.85%	81,533 $3.92 Million
Q1 2023 May 02, 2023	BUY	$47.8 - $49.0 $3.28 Million - $3.36 Million	68,603 New	68,603 $3.35 Million

Others Institutions Holding SCHO

# of Institutions

679

Shares Held

352M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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