Jpl Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Jpl Wealth Management, LLC

$421 Billion
Q3 2025

A detailed history of Jpl Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 675,767 shares of SCHO stock, worth $16.5 Million. This represents 3.91% of its overall portfolio holdings.

Number of Shares

675,767

Previous 648,752 4.16%

Holding current value

$16.5 Million

Previous $15.8 Billion 4.25%

% of portfolio

3.91%

Previous 4.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$24.23 - $24.42 $654,573 - $659,706	27,015 Added 4.16%	675,767 $16.5 Billion
Q2 2025 Aug 14, 2025	BUY	$24.19 - $24.45 $1.71 Million - $1.73 Million	70,586 Added 12.21%	648,752 $15.8 Billion
Q1 2025 May 13, 2025	BUY	$24.1 - $24.34 $12 Million - $12.1 Million	497,319 Added 615.14%	578,166 $14.1 Billion
Q1 2025 May 06, 2025	SELL	$24.1 - $24.34 $10.5 Million - $10.6 Million	-434,631 Reduced 84.32%	80,847 $3.9 Billion
Q4 2024 Feb 10, 2025	BUY	$24.06 - $48.88 $9.72 Million - $19.7 Million	403,865 Added 361.84%	515,478 $12.4 Billion

Q2 2024 Jul 31, 2024	BUY	$47.75 - $48.13 $3.25 Million - $3.27 Million	68,003 Added 155.93%	111,613 $5.37 Billion
Q1 2024 May 10, 2024	BUY	$48.05 - $48.63 $2.1 Million - $2.12 Million	43,610 New	43,610 $2.1 Billion

Others Institutions Holding SCHO

# of Institutions

707

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
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Jpl Wealth Management, LLC Schwab Short Term Us Treasury Transaction History