Bwm Planning, LLC Schwab Short Term Us Treasury Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 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 346,989 shares of SCHO stock, worth $8.44 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares
346,989
Previous 310,267 11.84%
Holding current value
$8.44 Million
Previous $7.47 Billion 13.14%
% of portfolio
3.57%
Previous 3.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
692
Shares Held
307M
Call Options Held
104K
Put Options Held
38.4K
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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