Bright Futures Wealth Management, Llc. Schwab Short Term Us Treasury Transaction History

Bright Futures Wealth Management, Llc.

  • $198 Million
  • Q3 2024

A detailed history of Bright Futures Wealth Management, Llc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 35,825 shares of SCHO stock, worth $862,665. This represents 0.89% of its overall portfolio holdings.

Number of Shares
35,825
Previous 18,489 93.76%
Holding current value
$862,665
Previous $889,000 97.3%
% of portfolio
0.89%
Previous 0.43%

Shares

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

Oct 31, 2024
BUY
$47.93 - $49.06 $830,914 - $850,504
17,336 Added 93.76%
35,825 $1.75 Million
Q2 2024

Aug 07, 2024
BUY
$47.75 - $48.13 $2,196 - $2,213
46 Added 0.25%
18,489 $889,000
Q1 2024

Jun 28, 2024
BUY
$48.05 - $48.63 $886,186 - $896,883
18,443 New
18,443 $887 Million

Others Institutions Holding SCHO

# of Institutions
623
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
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, 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 Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email