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

Litman Gregory Wealth Management LLC

$1.33 Billion
Q3 2025

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 12,875 shares of SCHO stock, worth $313,506. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,875

Previous 13,415 4.03%

Holding current value

$313,506

Previous $327,000 3.98%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$24.23 - $24.42 $13,084 - $13,186	-540 Reduced 4.03%	12,875 $314,000
Q2 2025 Jul 23, 2025	BUY	$24.19 - $24.45 $4,838 - $4,890	200 Added 1.51%	13,415 $327,000
Q1 2025 May 02, 2025	BUY	$24.1 - $24.34 $77,361 - $78,131	3,210 Added 32.08%	13,215 $321,000
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

703

Shares Held

324M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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