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

Lauterbach Financial Advisors, LLC

$157 Million
Q4 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 10,771 shares of SCHO stock, worth $261,950. This represents 0.17% of its overall portfolio holdings.

Number of Shares

10,771

Previous 5,335 101.89%

Holding current value

$261,950

Previous $261,000 0.77%

% of portfolio

0.17%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$24.06 - $48.88 $130,790 - $265,711	5,436 Added 101.89%	10,771 $259,000
Q3 2024 Nov 01, 2024	BUY	$47.93 - $49.06 $1,342 - $1,373	28 Added 0.53%	5,335 $261,000
Q2 2024 Aug 12, 2024	BUY	$47.75 - $48.13 $20,150 - $20,310	422 Added 8.64%	5,307 $255,000
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	$48.15 - $49.37 $26,482 - $27,153	550 Added 10.52%	5,779 $279,000
Q2 2022 Jul 29, 2022	BUY	$48.73 - $49.59 $254,809 - $259,306	5,229 New	5,229 $257,000

Others Institutions Holding SCHO

# of Institutions

663

Shares Held

344M

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