Bwm Planning, LLC Schwab Short Term Us Treasury Transaction History

Bwm Planning, LLC

$374 Billion
Q4 2025

A detailed history of Bwm Planning, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Bwm Planning, LLC holds 629,939 shares of SCHO stock, worth $15.3 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares

629,939

Previous 563,185 11.85%

Holding current value

$15.3 Million

Previous $13.7 Billion 11.72%

% of portfolio

4.1%

Previous 4.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$24.31 - $24.46 $1.62 Million - $1.63 Million	66,754 Added 11.85%	629,939 $15.4 Billion
Q3 2025 Oct 31, 2025	BUY	$24.23 - $24.42 $5.24 Million - $5.28 Million	216,196 Added 62.31%	563,185 $13.7 Billion
Q1 2025 May 14, 2025	BUY	$24.1 - $24.34 $885,000 - $893,813	36,722 Added 11.84%	346,989 $8.45 Billion
Q4 2024 Jan 22, 2025	BUY	$24.06 - $48.88 $4.33 Million - $8.81 Million	180,169 Added 138.49%	310,267 $7.47 Billion
Q3 2024 Oct 09, 2024	BUY	$47.93 - $49.06 $6.24 Million - $6.38 Million	130,098 New	130,098 $6.37 Billion

Others Institutions Holding SCHO

# of Institutions

702

Shares Held

324M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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