Bwm Planning, LLC Schwab Short Term Us Treasury Transaction History

Bwm Planning, LLC

  • $230 Billion
  • Q4 2024

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 310,267 shares of SCHO stock, worth $7.51 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
310,267
Previous 130,098 138.49%
Holding current value
$7.51 Million
Previous $6.37 Billion 17.15%
% of portfolio
3.25%
Previous 2.83%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
624
Shares Held
202M
Call Options Held
74.3K
Put Options Held
30.8K
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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