Resonant Capital Advisors, LLC Schwab Short Term Us Treasury Transaction History

Resonant Capital Advisors, LLC

$1.22 Billion
Q2 2024

A detailed history of Resonant Capital Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 257,084 shares of SCHO stock, worth $12.6 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

257,084

Previous 232,693 10.48%

Holding current value

$12.6 Million

Previous $11.2 Million 10.3%

% of portfolio

1.02%

Previous 0.96%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$47.75 - $48.13 $1.16 Million - $1.17 Million	24,391 Added 10.48%	257,084 $12.4 Million
Q1 2024 May 01, 2024	BUY	$48.05 - $48.63 $2.27 Million - $2.3 Million	47,318 Added 25.53%	232,693 $11.2 Million
Q4 2023 Jan 31, 2024	BUY	$47.66 - $48.45 $2.49 Million - $2.53 Million	52,218 Added 39.22%	185,375 $8.98 Million
Q3 2023 Oct 31, 2023	BUY	$47.78 - $48.2 $6.36 Million - $6.42 Million	133,157 New	133,157 $6.38 Million

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

Ticker SCHO
Sector ETFs
Industry ETFs

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Resonant Capital Advisors, LLC Schwab Short Term Us Treasury Transaction History