Burk Holdings LLC Schwab Short Term Us Treasury Transaction History

Burk Holdings LLC

  • $187 Billion
  • Q3 2025

A detailed history of Burk Holdings LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Burk Holdings LLC holds 51,901 shares of SCHO stock, worth $1.26 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
51,901
Previous 38,290 35.55%
Holding current value
$1.26 Million
Previous $934 Million 35.66%
% of portfolio
0.68%
Previous 0.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$24.23 - $24.42 $329,794 - $332,380
13,611 Added 35.55%
51,901 $1.27 Billion
Q2 2025

Aug 12, 2025
BUY
$24.19 - $24.45 $926,235 - $936,190
38,290 New
38,290 $934 Million
Q1 2025

Aug 12, 2025
SELL
$24.1 - $24.34 $687,066 - $693,909
-28,509 Reduced 74.46%
9,781 $238 Million

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
Track This Portfolio

Track Burk Holdings LLC Portfolio

Follow Burk Holdings 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 Burk Holdings LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burk Holdings LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email