Vantage Financial Partners, LLC Schwab Short Term Us Treasury Transaction History

Vantage Financial Partners, LLC

  • $385 Million
  • Q3 2024

A detailed history of Vantage Financial Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 41,361 shares of SCHO stock, worth $998,868. This represents 0.53% of its overall portfolio holdings.

Number of Shares
41,361
Previous 57,461 28.02%
Holding current value
$998,868
Previous $2.77 Million 26.76%
% of portfolio
0.53%
Previous 0.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$47.93 - $49.06 $771,673 - $789,866
-16,100 Reduced 28.02%
41,361 $2.03 Million
Q2 2024

Aug 07, 2024
SELL
$47.75 - $48.13 $594,057 - $598,785
-12,441 Reduced 17.8%
57,461 $2.77 Million
Q1 2024

May 02, 2024
BUY
$48.05 - $48.63 $114,503 - $115,885
2,383 Added 3.53%
69,902 $3.37 Million
Q4 2023

Feb 05, 2024
BUY
$47.66 - $48.45 $3.22 Million - $3.27 Million
67,519 New
67,519 $3.27 Million

Others Institutions Holding SCHO

# of Institutions
622
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Vantage Financial Partners, LLC Portfolio

Follow Vantage Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Vantage Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email