Momentum Wealth Planning, LLC Schwab Short Term Us Treasury Transaction History

Momentum Wealth Planning, LLC

  • $128 Billion
  • Q4 2025

A detailed history of Momentum Wealth Planning, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Momentum Wealth Planning, LLC holds 265,055 shares of SCHO stock, worth $6.45 Million. This represents 5.04% of its overall portfolio holdings.

Number of Shares
265,055
Previous 279,758 5.26%
Holding current value
$6.45 Million
Previous $6.83 Billion 5.37%
% of portfolio
5.04%
Previous 5.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
SELL
$24.31 - $24.46 $357,429 - $359,635
-14,703 Reduced 5.26%
265,055 $6.46 Billion
Q3 2025

Nov 12, 2025
BUY
$24.23 - $24.42 $240,773 - $242,661
9,937 Added 3.68%
279,758 $6.83 Billion
Q2 2025

Sep 24, 2025
BUY
$24.19 - $24.45 $6.53 Million - $6.6 Million
269,821 New
269,821 $6.58 Billion

Others Institutions Holding SCHO

# of Institutions
708
Shares Held
326M
Call Options Held
0
Put Options Held
0
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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