Blue Bell Private Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 844 shares of SCHO stock, worth $20,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares
844
Previous 844 -0.0%
Holding current value
$20,551
Previous $20,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$24.06 - $48.88 $10,153 - $20,627
422 Added 100.0%
844 $20,000
Q1 2024

Apr 24, 2024
SELL
$48.05 - $48.63 $151,357 - $153,184
-3,150 Reduced 88.19%
422 $20,000
Q4 2023

Jan 25, 2024
BUY
$47.66 - $48.45 $150,129 - $152,617
3,150 Added 746.45%
3,572 $173,000
Q2 2023

Aug 08, 2023
BUY
$48.06 - $48.89 $20,281 - $20,631
422 New
422 $20,000
Q3 2021

Nov 10, 2021
SELL
$51.18 - $51.3 $12,743 - $12,773
-249 Closed
0 $0
Q1 2020

Apr 22, 2020
SELL
$50.48 - $51.73 $45,432 - $46,557
-900 Reduced 78.33%
249 $13,000
Q4 2019

Jan 22, 2020
BUY
$50.38 - $50.71 $45,342 - $45,639
900 Added 361.45%
1,149 $58,000
Q3 2019

Nov 07, 2019
SELL
$50.39 - $50.59 $1,662 - $1,669
-33 Reduced 11.7%
249 $13,000
Q2 2019

Jul 23, 2019
SELL
N/A
-900 Reduced 76.14%
282 $14,000
Q1 2019

Apr 23, 2019
BUY
N/A
900 Added 319.15%
1,182 $59,000
Q4 2017

Jan 31, 2018
SELL
N/A
-702 Reduced 71.34%
282 $14,000
Q3 2017

Oct 24, 2017
BUY
N/A
984
984 $50,000

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
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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