Journey Beyond Wealth, LLC Schwab Short Term Us Treasury Transaction History

Journey Beyond Wealth, LLC

  • $122 Billion
  • Q3 2025

A detailed history of Journey Beyond Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 126,768 shares of SCHO stock, worth $3.09 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
126,768
Previous 118,993 6.53%
Holding current value
$3.09 Million
Previous $2.9 Billion 6.62%
% of portfolio
2.54%
Previous 2.45%

Shares

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

Oct 28, 2025
BUY
$24.23 - $24.42 $188,388 - $189,865
7,775 Added 6.53%
126,768 $3.09 Billion
Q2 2025

Jul 21, 2025
SELL
$24.19 - $24.45 $700,639 - $708,169
-28,964 Reduced 19.58%
118,993 $2.9 Billion
Q1 2025

Apr 24, 2025
BUY
$24.1 - $24.34 $303,563 - $306,586
12,596 Added 9.31%
147,957 $3.6 Billion
Q4 2024

Feb 11, 2025
BUY
$24.06 - $48.88 $3.26 Million - $6.62 Million
135,361 New
135,361 $3.26 Billion

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
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