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

Jpl Wealth Management, LLC

  • $349 Billion
  • Q4 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 515,478 shares of SCHO stock, worth $12.4 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares
515,478
Previous 111,613 361.84%
Holding current value
$12.4 Million
Previous $5.37 Billion 130.87%
% of portfolio
3.55%
Previous 2.63%

Shares

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

Feb 10, 2025
BUY
$24.06 - $48.88 $9.72 Million - $19.7 Million
403,865 Added 361.84%
515,478 $12.4 Billion
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
633
Shares Held
211M
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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