Litman Gregory Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 10,005 shares of SCHO stock, worth $243,621. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,005
Previous 5,020 99.3%
Holding current value
$243,621
Previous $245,000 2.04%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$24.06 - $48.88 $119,939 - $243,666
4,985 Added 99.3%
10,005 $240,000
Q3 2024

Oct 22, 2024
SELL
$47.93 - $49.06 $3,834 - $3,924
-80 Reduced 1.57%
5,020 $245,000
Q2 2024

Jul 30, 2024
BUY
$47.75 - $48.13 $13,370 - $13,476
280 Added 5.81%
5,100 $245,000
Q1 2024

May 03, 2024
BUY
$48.05 - $48.63 $231,601 - $234,396
4,820 New
4,820 $232,000

Others Institutions Holding SCHO

# of Institutions
683
Shares Held
351M
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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