Valtinson Bruner Financial Planning LLC Schwab Short Term Us Treasury Transaction History

Valtinson Bruner Financial Planning LLC

  • $185 Million
  • Q1 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 62,599 shares of SCHO stock, worth $3.01 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
62,599
Previous 78,217 19.97%
Holding current value
$3.01 Million
Previous $3.79 Million 20.37%
% of portfolio
1.63%
Previous 2.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$48.05 - $48.63 $750,444 - $759,503
-15,618 Reduced 19.97%
62,599 $3.02 Million
Q4 2023

Feb 06, 2024
SELL
$47.66 - $48.45 $617,387 - $627,621
-12,954 Reduced 14.21%
78,217 $3.79 Million
Q3 2023

Oct 24, 2023
SELL
$47.78 - $48.2 $329,156 - $332,049
-6,889 Reduced 7.03%
91,171 $4.37 Million
Q2 2023

Jul 24, 2023
BUY
$48.06 - $48.89 $4.71 Million - $4.79 Million
98,060 New
98,060 $4.71 Million

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

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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