A detailed history of Financial Architects, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Financial Architects, LLC holds 6,440 shares of SCHO stock, worth $155,526. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,440
Previous 6,775 4.94%
Holding current value
$155,526
Previous $326 Million 3.27%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Oct 23, 2024

SELL
$47.93 - $49.06 $16,056 - $16,435
-335 Reduced 4.94%
6,440 $315 Million
Q2 2024

Jul 16, 2024

SELL
$47.75 - $48.13 $59,687 - $60,162
-1,250 Reduced 15.58%
6,775 $326 Million
Q1 2024

Apr 25, 2024

BUY
$48.05 - $48.63 $4,805 - $4,863
100 Added 1.26%
8,025 $387 Million
Q4 2023

Jan 29, 2024

BUY
$47.66 - $48.45 $377,705 - $383,966
7,925 New
7,925 $384 Million

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Financial Architects, LLC Portfolio

Follow Financial Architects, 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 Financial Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Architects, LLC with notifications on news.