Lauterbach Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

Lauterbach Financial Advisors, LLC

$145 Million
Q1 2024

A detailed history of Lauterbach Financial Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 4,885 shares of SCHO stock, worth $235,115. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,885

Previous 4,861 0.49%

Holding current value

$235,115

Previous $235,000 -0.0%

% of portfolio

0.16%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$48.05 - $48.63 $1,153 - $1,167	24 Added 0.49%	4,885 $235,000
Q4 2023 Jan 18, 2024	BUY	$47.66 - $48.45 $2,144 - $2,180	45 Added 0.93%	4,861 $235,000
Q3 2023 Oct 30, 2023	BUY	$47.78 - $48.2 $6,928 - $6,989	145 Added 3.1%	4,816 $230,000
Q2 2023 Aug 02, 2023	BUY	$48.06 - $48.89 $1,345 - $1,368	28 Added 0.6%	4,671 $224,000
Q1 2023 May 01, 2023	BUY	$47.8 - $49.0 $221,935 - $227,507	4,643 New	4,643 $226,000

Q3 2022 Oct 28, 2022	BUY	N/A	550 Added 10.52%	5,779 $279,000
Q2 2022 Jul 29, 2022	BUY	N/A	5,229 New	5,229 $257,000

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

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lauterbach Financial Advisors, LLC with notifications on news.

Account

Lauterbach Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History