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

Jpl Wealth Management, LLC

$255 Billion
Q1 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 80,847 shares of SCHO stock, worth $1.97 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

80,847

Previous 515,478 84.32%

Holding current value

$1.97 Million

Previous $12.4 Billion 68.57%

% of portfolio

1.53%

Previous 3.55%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

694

Shares Held

307M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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