Jpl Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Jpl Wealth Management, LLC

  • $204 Billion
  • Q2 2024

A detailed history of Jpl Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 111,613 shares of SCHO stock, worth $2.7 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
111,613
Previous 43,610 155.93%
Holding current value
$2.7 Million
Previous $2.1 Billion 155.51%
% of portfolio
2.63%
Previous 1.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$47.75 - $48.13 $3.25 Million - $3.27 Million
68,003 Added 155.93%
111,613 $5.37 Billion
Q1 2024

May 10, 2024
BUY
$48.05 - $48.63 $2.1 Million - $2.12 Million
43,610 New
43,610 $2.1 Billion

Others Institutions Holding SCHO

# of Institutions
620
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
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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