A detailed history of Bwm Planning, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Bwm Planning, LLC holds 130,098 shares of SCHO stock, worth $3.15 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
130,098
Holding current value
$3.15 Million
% of portfolio
2.83%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$47.93 - $49.06 $6.24 Million - $6.38 Million
130,098 New
130,098 $6.37 Billion

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Bwm Planning, LLC Portfolio

Follow Bwm Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.