Founders Financial Alliance, LLC Schwab Short Term Us Treasury Transaction History

Founders Financial Alliance, LLC

  • $332 Million
  • Q2 2024

A detailed history of Founders Financial Alliance, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 1,301 shares of SCHO stock, worth $63,814. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,301
Previous 1,762 26.16%
Holding current value
$63,814
Previous $84,000 26.19%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 23, 2024
SELL
$47.75 - $48.13 $22,012 - $22,187
-461 Reduced 26.16%
1,301 $62,000
Q1 2024

May 14, 2024
BUY
$48.05 - $48.63 $22,919 - $23,196
477 Added 37.12%
1,762 $84,000
Q4 2023

Feb 09, 2024
BUY
$47.66 - $48.45 $571 - $581
12 Added 0.94%
1,285 $62,000
Q3 2023

Nov 13, 2023
SELL
$47.78 - $48.2 $36,217 - $36,535
-758 Reduced 37.32%
1,273 $60,000
Q2 2023

Aug 11, 2023
BUY
$48.06 - $48.89 $29,701 - $30,214
618 Added 43.74%
2,031 $97,000
Q1 2023

May 15, 2023
SELL
$47.8 - $49.0 $5,401 - $5,537
-113 Reduced 7.4%
1,413 $68,000
Q4 2022

Feb 15, 2023
BUY
$47.89 - $48.47 $287 - $290
6 Added 0.39%
1,526 $73,000
Q3 2022

Nov 14, 2022
BUY
$48.15 - $49.37 $192 - $197
4 Added 0.26%
1,520 $73,000
Q2 2022

Aug 15, 2022
BUY
$48.73 - $49.59 $48 - $49
1 Added 0.07%
1,516 $75,000
Q1 2022

May 12, 2022
BUY
$49.47 - $50.82 $49 - $50
1 Added 0.07%
1,515 $75,000
Q4 2021

Feb 14, 2022
BUY
$50.83 - $51.21 $12,046 - $12,136
237 Added 18.56%
1,514 $77,000
Q3 2021

Nov 15, 2021
BUY
$51.18 - $51.3 $20,983 - $21,033
410 Added 47.29%
1,277 $65,000
Q1 2021

May 14, 2021
BUY
$51.27 - $51.41 $44,451 - $44,572
867 New
867 $44,000

Others Institutions Holding SCHO

# of Institutions
607
Shares Held
168M
Call Options Held
42K
Put Options Held
33.9K
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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