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

Resonant Capital Advisors, LLC

$1.35 Billion
Q4 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 591,854 shares of SCHO stock, worth $14.4 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

591,854

Previous 294,818 100.75%

Holding current value

$14.4 Million

Previous $14.4 Million 1.39%

% of portfolio

1.05%

Previous 1.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$24.06 - $48.88 $7.15 Million - $14.5 Million	297,036 Added 100.75%	591,854 $14.2 Million
Q3 2024 Oct 18, 2024	BUY	$47.93 - $49.06 $1.81 Million - $1.85 Million	37,734 Added 14.68%	294,818 $14.4 Million
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

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