Mbm Wealth Consultants, LLC Schwab Short Term Us Treasury Transaction History

Mbm Wealth Consultants, LLC

  • $395 Million
  • Q4 2025

A detailed history of Mbm Wealth Consultants, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 899,719 shares of SCHO stock, worth $21.9 Million. This represents 5.54% of its overall portfolio holdings.

Number of Shares
899,719
Previous 806,752 11.52%
Holding current value
$21.9 Million
Previous $19.7 Million 11.3%
% of portfolio
5.54%
Previous 5.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$24.31 - $24.46 $2.26 Million - $2.27 Million
92,967 Added 11.52%
899,719 $21.9 Million
Q3 2025

Oct 31, 2025
BUY
$24.23 - $24.42 $4.71 Million - $4.75 Million
194,478 Added 31.76%
806,752 $19.7 Million
Q2 2025

Aug 13, 2025
BUY
$24.19 - $24.45 $956,835 - $967,119
39,555 Added 6.91%
612,274 $14.9 Million
Q1 2025

Apr 28, 2025
BUY
$24.1 - $24.34 $1.25 Million - $1.26 Million
51,907 Added 9.97%
572,719 $13.9 Million
Q4 2024

Jan 17, 2025
BUY
$24.06 - $48.88 $7.65 Million - $15.5 Million
317,893 Added 156.66%
520,812 $12.5 Million
Q3 2024

Oct 07, 2024
BUY
$47.93 - $49.06 $2.46 Million - $2.52 Million
51,408 Added 33.93%
202,919 $9.94 Million
Q2 2024

Jul 30, 2024
SELL
$47.75 - $48.13 $358,077 - $360,926
-7,499 Reduced 4.72%
151,511 $7.29 Million
Q1 2024

Apr 18, 2024
BUY
$48.05 - $48.63 $305,069 - $308,751
6,349 Added 4.16%
159,010 $7.67 Million
Q4 2023

Jan 30, 2024
BUY
$47.66 - $48.45 $1.21 Million - $1.23 Million
25,330 Added 19.89%
152,661 $7.4 Million
Q3 2023

Oct 19, 2023
BUY
$47.78 - $48.2 $6.08 Million - $6.14 Million
127,331 New
127,331 $6.1 Million

Others Institutions Holding SCHO

# of Institutions
707
Shares Held
327M
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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