Bwm Planning, LLC Schwab Short Term Us Treasury Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

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 $3.17 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

130,098

Holding current value

$3.17 Million

% of portfolio

2.83%

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

# of Institutions

607

Shares Held

168M

Call Options Held

42K

Put Options Held

33.9K

Bank Of America Corp Charlotte, NC

75.4M
Shares

$1.83 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10.6M
Shares

$259 Million
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

9.08M
Shares

$221 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

7.6M
Shares

$185 Million
0.53% of portfolio
Envestnet Asset Management Inc

3.19M
Shares

$77.6 Million
0.05% of portfolio

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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