Journey Beyond Wealth, LLC Schwab Short Term Us Treasury Transaction History

Journey Beyond Wealth, LLC

  • $107 Billion
  • Q1 2025

A detailed history of Journey Beyond Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 147,957 shares of SCHO stock, worth $3.6 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares
147,957
Previous 135,361 9.31%
Holding current value
$3.6 Million
Previous $3.26 Billion 10.58%
% of portfolio
3.37%
Previous 3.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$24.1 - $24.34 $303,563 - $306,586
12,596 Added 9.31%
147,957 $3.6 Billion
Q4 2024

Feb 11, 2025
BUY
$24.06 - $48.88 $3.26 Million - $6.62 Million
135,361 New
135,361 $3.26 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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