Jpl Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Jpl Wealth Management, LLC

$349 Billion
Q4 2024

A detailed history of Jpl Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 515,478 shares of SCHO stock, worth $12.5 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares

515,478

Previous 111,613 361.84%

Holding current value

$12.5 Million

Previous $5.37 Billion 130.87%

% of portfolio

3.55%

Previous 2.63%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$24.06 - $48.88 $9.72 Million - $19.7 Million	403,865 Added 361.84%	515,478 $12.4 Billion
Q2 2024 Jul 31, 2024	BUY	$47.75 - $48.13 $3.25 Million - $3.27 Million	68,003 Added 155.93%	111,613 $5.37 Billion
Q1 2024 May 10, 2024	BUY	$48.05 - $48.63 $2.1 Million - $2.12 Million	43,610 New	43,610 $2.1 Billion

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
Sector ETFs
Industry ETFs

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Jpl Wealth Management, LLC Schwab Short Term Us Treasury Transaction History