Bwm Planning, LLC Schwab Short Term Us Treasury Transaction History

Bwm Planning, LLC

  • $336 Billion
  • Q3 2025

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 563,185 shares of SCHO stock, worth $13.7 Million. This represents 4.09% of its overall portfolio holdings.

Number of Shares
563,185
Previous 346,989 62.31%
Holding current value
$13.7 Million
Previous $8.45 Billion 62.71%
% of portfolio
4.09%
Previous 3.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$24.23 - $24.42 $5.24 Million - $5.28 Million
216,196 Added 62.31%
563,185 $13.7 Billion
Q1 2025

May 14, 2025
BUY
$24.1 - $24.34 $885,000 - $893,813
36,722 Added 11.84%
346,989 $8.45 Billion
Q4 2024

Jan 22, 2025
BUY
$24.06 - $48.88 $4.33 Million - $8.81 Million
180,169 Added 138.49%
310,267 $7.47 Billion
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

# of Institutions
707
Shares Held
323M
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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