Future Financial Wealth Managment LLC Schwab Short Term Us Treasury Transaction History

Future Financial Wealth Managment LLC

  • $134 Million
  • Q1 2025

A detailed history of Future Financial Wealth Managment LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 2,115 shares of SCHO stock, worth $51,521. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,115
Previous 2,105 0.48%
Holding current value
$51,521
Previous $50,000 2.0%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$24.1 - $24.34 $241 - $243
10 Added 0.48%
2,115 $51,000
Q4 2024

Jan 13, 2025
BUY
$24.06 - $48.88 $25,551 - $51,910
1,062 Added 101.82%
2,105 $50,000
Q3 2024

Oct 08, 2024
BUY
$47.93 - $49.06 $49,990 - $51,169
1,043 New
1,043 $51,000
Q1 2024

Apr 15, 2024
BUY
$48.05 - $48.63 $49,443 - $50,040
1,029 New
1,029 $49,000
Q2 2022

Jul 05, 2022
SELL
$48.73 - $49.59 $47,170 - $48,003
-968 Closed
0 $0
Q1 2022

May 03, 2022
BUY
$49.47 - $50.82 $49 - $50
1 Added 0.1%
968 $48,000
Q4 2021

Jan 07, 2022
BUY
$50.83 - $51.21 $49,152 - $49,520
967 New
967 $49,000

Others Institutions Holding SCHO

# of Institutions
681
Shares Held
350M
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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