Brewster Financial Planning LLC Schwab Short Term Us Treasury Transaction History

Brewster Financial Planning LLC

  • $161 Million
  • Q4 2025

A detailed history of Brewster Financial Planning LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Brewster Financial Planning LLC holds 12,005 shares of SCHO stock, worth $292,321. This represents 0.18% of its overall portfolio holdings.

Number of Shares
12,005
Previous 11,717 2.46%
Holding current value
$292,321
Previous $285,000 2.46%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Jan 14, 2026
BUY
$24.31 - $24.46 $7,001 - $7,044
288 Added 2.46%
12,005 $292,000
Q3 2025

Oct 08, 2025
BUY
$24.23 - $24.42 $20,910 - $21,074
863 Added 7.95%
11,717 $285,000
Q1 2025

Apr 22, 2025
BUY
$24.1 - $24.34 $261,581 - $264,186
10,854 New
10,854 $264,000

Others Institutions Holding SCHO

# of Institutions
710
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
Track This Portfolio

Track Brewster Financial Planning LLC Portfolio

Follow Brewster Financial Planning 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 Brewster Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brewster Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email