Bright Futures Wealth Management, Llc. Schwab Short Term Us Treasury Transaction History

Bright Futures Wealth Management, Llc.

  • $101 Million
  • Q4 2024

A detailed history of Bright Futures Wealth Management, Llc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 41,351 shares of SCHO stock, worth $1 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
41,351
Previous 35,825 15.42%
Holding current value
$1 Million
Previous $1.75 Million 43.33%
% of portfolio
0.98%
Previous 0.89%

Shares

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

Jan 30, 2025
BUY
$24.06 - $48.88 $132,955 - $270,110
5,526 Added 15.42%
41,351 $994,000
Q3 2024

Oct 31, 2024
BUY
$47.93 - $49.06 $830,914 - $850,504
17,336 Added 93.76%
35,825 $1.75 Million
Q2 2024

Aug 07, 2024
BUY
$47.75 - $48.13 $2,196 - $2,213
46 Added 0.25%
18,489 $889,000
Q1 2024

Jun 28, 2024
BUY
$48.05 - $48.63 $886,186 - $896,883
18,443 New
18,443 $887 Million

Others Institutions Holding SCHO

# of Institutions
665
Shares Held
345M
Call Options Held
56.5K
Put Options Held
44.6K
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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