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

Curran Financial Partners, LLC

  • $322 Million
  • Q4 2024

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 230,943 shares of SCHO stock, worth $5.62 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
230,943
Previous 103,655 122.8%
Holding current value
$5.62 Million
Previous $5.08 Million 9.43%
% of portfolio
1.73%
Previous 1.74%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
668
Shares Held
348M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Curran Financial Partners, LLC Portfolio

Follow Curran Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curran Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curran Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email